 Todd Tyler, CPA, CFP ®
specializes in
accounting, tax preparation, financial planning and fee-only investment
management for individuals and business owners.
Services Offered:
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Business, Fiduciary and Individual Tax Preparation
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Accounting & Bookkeeping Services
-- Investment
Advising & Asset Management
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Comprehensive Financial Planning
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Retirement & Estate Planning
Life-long client relationships are built on honesty,
good communication, and value adding services. No decision is ever made
without the clients' best interest in mind. Financial planning and other
consultation engagements are only offered when I feel that real value can be
given to the client. This philosophy makes me not only your financial
advisor, but your advisor for life. Reasonable fees, low cost tax
preparation, honesty, and integrity have made me a life advisor for many of my
clients.
Investment advising and asset management are offered on a no-commission,
fee-only
basis. In addition, comprehensive Financial Planning offers clients an
unbiased view covering all the areas of their personal finances. Since
all financial decisions are interrelated, one decision can effect
several other areas of your life. I have found that the best way to maximize client wealth is to take a in-depth analysis
of all the areas of their personal finances.
My ultimate goal is to improve the quality of my clients’ lives. While
this goal is measured and accomplished differently for every client, many of the
steps and processes to achieve these goals are similar. These activities fall
under three main categories; comprehensive
financial planning, investment
management consulting, & tax
preparation.
I focus on these three important tasks to help my clients
achieve their dreams, both financially and personally. I start by stepping back
from the day-to-day changes in the marketplace, and view the big picture. I help
my clients explore all their goals. Once I have a clear picture of where my clients want to go,
I can start to evaluate where they currently are and
what it is going to take to reach their destination.
info@Tax-Finance.com
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858-587-0222
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Toll Free: 866-888-1TAX (829)
5151 Shoreham Place, Suite 170
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