Kevin Bond Email & Phone Number

Families and Small Business Owners partner with our expert Financial Coordinator to map out the most efficient routes to each of their financial destinations with the use of our Financial GPS Service.We specialize in:> Helping families and business owners with tax preparation and planning strategies. This will reduce taxes owed and reroute the savings to other financial destinations, getting there months or even years ahead of time.> Helping parents navigate through college funding options. This includes understanding how each funding option can affect their child's FAFSA student loan application and the tax consequence.> Helping small business owners get to the next level of growth. This includes alternatives sources to working capital and employee benefit programs with little or no cost to the owner.> Helping hard working families and business owners looking for alternative retirement options. This includes maximizing Social Security, pensions and all other retirement accounts along with future health care needs.If you're like me and have ever been lost while traveling it can be very frustrating and overwhelming. Having a GPS can be a life saver and that's where we come in to help. We guide clients through the process of finding out where they are today financially, which is Point 'A', and where they want to go, by using our Financial GPS system to get there."Are we there yet?"Yes, . . . yes we are!

Listed skills include Strategic Planning, Customer Service, Finance, Small Business, and 1 others.

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  Stark State College

  Accounting And Finance