Favored Financial Planning provides comprehensive financial planning that includes goal setting, investment analysis and strategy, budgeting, an objective insurance review, estate planning, and any financial topic that you feel you need to discuss with your financial advisor.
Why is Favored different?
(1) Comprehensive planning also includes tax planning, preparation, and Cordi dealing with the IRS, not YOU!
(2) You don't receive a stack of papers, i.e. your financial plan, that is complicated and intimidating. You work through a series of yearly appointments to help you reach your financial goals!
| Available Specialties | Request More Quote |
|---|---|
| Personal Taxes | Request Quote » |
| Tax Planning | Request Quote » |
| Tax Relief | Request Quote » |
| IRS Notices | Request Quote » |
