Financial Planning
Personal Financial
Planning
Whatever the state of the economy, we are deeply concerned
about the personal financial status of our clients. To help
you invest wisely, put aside what you'll need for
retirement, fund the kids' education, keep yourself out
of debt, and plan your estate, we offer financial planning
assistance so as to guide you towards the best decisions
depending on your time horizon, your tolerance for risk, and
your current and future financial goals.
-
Education Funding
The costs of a college education are continually rising, far outstripping the normal rate of inflation. We will help you determine your best approach to save for your children's education, which could be either a 529 plan, prepaid tuition plan, or Coverdell account. We'll also help you take advantage of other tax-favorable treatment of education expenses, such as the American Opportunity Tax Credit and/or the Lifetime Learning Credits when we prepare your Individual Income Tax Return. -
Investment Review
Our firm will perform a custom portfolio analysis and review the risks and returns of specific Insurance and Annuity Products. -
Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement NOW. We will help you compare the relative benefits of various retirement strategies, and will explain the differences between such retirement plans as Traditional IRA's and Roth IRAs, tax-deferred annuities. In fact, we can rollover your 401k, 403b, IRA, CD, and other savings vehicles, etc., while safeguarding your Principal using safe and guaranteed programs and analyze your projected income and expenses and suggest investment funding techniques to help you ensure your golden years 10, 20, and even 50 years from now live up to your expectations.
Individual and Business Tax
Services -- Payroll Services -- Personal
Financial Planning -- Business
Consulting
Don Hughes Insurance and Tax Shack
Don Hughes, AFSP
Income Tax Preparation, Payroll, Bookkeeping, Employee Benefits, Insurance & 401(k) Rollover Programs
62 Lake Nepessing Road Lapeer, Michigan 48446
Phone: (810) 664-1040 - (810) 538-1040 - (877) TAX-SHACK