TAHER FINANCIAL PLANNING
May 21, 2017
I founded TAHER FINANCIAL PLANNING in 2017 and TAHER TAX in 2018. I am a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent (EA).
At TAHER FINANCIAL PLANNING, our primary services include:
Portfolio Management
Investments are diversified between uncorrelated asset classes based on assessed market conditions, combined with selection of individually selected stocks using a bottom-up valuation method within the equities portion of the client’s portfolio. The recommended starting amount is $5,000.
Intensive (Monthly) Financial Planning
$1500 initial, $125 a month for monthly meetings (recommended if we have never worked together and a large amount of work needs to be done, this is more hands-on). If the initial payment is not preferred, a $250 per month payment plan for one year is also accepted.
Hands-Off (Quarterly) Financial Planning
$0 initial, $95 a month for quarterly meetings (recommended for those who are more settled, such as repeating yearly clients and those who are normally more involved with their finances).
Learn more at TaherFinancial.com
At TAHER TAX, our primary services include:
Tax Preparation – I service individuals and small businesses. Specialties include cryptocurrency and small businesses.
Bookkeeping – I offer bookkeeping at hourly rates of $40 an hour.
Inquire at TaherTaxPrep@gmail.com for more information.