Tax Preparer & Financial Advisor
Dearden Financial Services, LLC
As a CERTIFIED FINANCIAL PLANNER™ professional and IRS-Enrolled Agent, I help healthcare professionals, federal employees, and retirees integrate tax-smart strategies into their investment and retirement planning. I am a proud Army veteran and hold my Masters in Wealth Management from Columbia University. I grew up with taxes and finances at our dinner table as the son of two CFPs and a CPA firm owner. Our family CPA firm has been serving clients since 1996 in the healthcare and small business owner space. Looking for individual 1040 work for retirement planning, RMD solutions, and tax smart investing. Also, interested in retirement plans for business owners and their companies.
I'm looking for opportunities to bring tax smart investing/retirement planning to clients with integrated tax planning. I can also share with the group on how to build a wealth management practice within your practice. We have accomplished that through Avantax since 1996.
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