Retirement Planning
Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.
Estate Planning
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement.
Tax Planning
We mitigate taxes for our clients. We don't want our clients paying a dollar more in taxes than what is required. This is one of the ways we provide value in the financial planning process. We always strive to find the most tax-effective strategies to put more money in our clients' pockets.
Financial Planning
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.
Investment Planning
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal.
Tax Preparation
Jack Short, Certified Financial Planner™, Enrolled Agent, has been preparing personal and small business tax returns for over 25 years. Jack prides himself in offering full service Financial Planning & Tax Preparation Services.
