Savor Life’s Joys

and take comfort that everything else is taken care of

Numbers don’t equate to confidence, knowing what those numbers mean does. We dive deeply into your situation to plan for all that you envision, and make room for the unexpected.

Optimize & Keep More

Reducing tax liability, maximizing retirement contributions, and deferring future income all work together to benefit your financial strategy.

As IRS Enrolled Agents (EA), Selleck Financial Group provides specialized tax guidance to help safeguard your nest egg. What does this mean?

Here For You At Tax Time & Beyond

In addition to tax preparation for individuals, trusts, and sole proprietors, we provide individual and estate tax planning and strategies for retirement, stock options, and sale of business. We are also certified to represent you before the IRS.

HIGHLY PERSONALIZED &
IN-DEPTH

In our 20 plus years serving clients, we’ve learned that an effective financial strategy is one that weighs each factor of your life. There are no cookie-cutter investment plans at Selleck Financial Group.

We review the important factors in your life and run scenarios in four key areas:

• Savings & Wealth

• Income & Spending Power

• Longevity Risk

• Healthcare Spending

You will get vetted recommendations, an actionable roadmap, and as much support as you need to reach your goals.

Aligning Your Portfolio With Your Goals

Understanding how to invest your money starts with knowing exactly what you need it to do for you.

The best mix of investments for you will be consistent with your goals. We vet each investment opportunity and fully explain your options. And as independent Certified Financial Planners, Selleck Financial advocates only for you.

FORECASTING FOR REALISTIC PERFORMANCE

All of our forecasting examines the impact of taxes and fees, so it’s less likely your earnings fall short of your expectations.

Investment Services Include

• Goal Setting

• Forecasting

• Implementation

• Regular Monitoring

• Periodic Review