OUR SERVICES | Financial & Tax Planning

Financial and Tax Planning Services

Those who fail to plan . . . plan to fail.


Edward A. Ramsey is a CPA and CERTIFIED FINANCIAL PLANNERTM practitioner.  He provides the following services to his clients:

FEE-BASED FINANCIAL AND INVESTMENT SERVICES THROUGH COMMONWEALTH FINANCIAL NETWORK

  • "As-needed" hourly consultation
  • Second opinions and financial checkups
  • Retirement planning and analysis
  • Estate planning
  • Lump-sum distributions and IRA rollovers
  • Insurance needs analysis
  • Long-term care planning
  • College planning
  • Household budgeting and cash flow management
  • Employee benefit analysis
  • Investment advisory services (ongoing services)
  • Risk profiling and asset allocation recommendations

ACCOUNTING & TAX PREPARATION SERVICES

  • Business formation/entity selection
  • Business start-up planning and consultation
  • Complete business accounting and payroll services
  • Personal income tax planning and preparation
  • Business tax planning and return preparation


CFP®, CERTIFIED FINANCIAL PLANNER™, andare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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