One of the biggest drawbacks of having a separate Tax Professional and a Financial Advisor is the coordination of services.
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.
This is why SilverStone Tax Professionals have partnered with Eppich Asset Management, an independent Financial Planner.
Whether you are just starting to fund your retirement or are currently in your retirement stages, call us at (440) 892-3366.
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