Retirement Solutions
One of the biggest drawbacks of having a separate Tax Professional and a Financial Advisor is the coordination of services.
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For most, it is a back and forth of information exchange that becomes highly inefficient. It is important that the two work together so that your tax and financial plans work in unison.
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This is why SilverStone Tax Professionals have partnered with Eppich Asset Management, an independent Financial Planner.
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Whether you are just starting to fund your retirement or are currently in your retirement stages, call us at (440) 892-3366.
Securities traded through Liberty Partners Financial Services, LLC: Office of Supervisory Jurisdiction (OSJ), 5060 California Ave, Suite 620, Bakersfield, CA 93309: Phone 800-440-0442; Member FINRA/SPIC Fee based advisory services processed through and supervised by Modern Capital Management, (MCM) - an SEC registered investment advisory firm. I am an Investment Advisor Representative (IAR) of MCM