Genuine Care
One of our primary goals is to develop a long-term, trusting relationship with you.
Learn MoreComprehensive Service
When it comes to service, there are things you expect, and then there are embellishments to rise above and beyond expectations.
Learn MoreBroad Perspective
Real-world insights and understanding that can help you better define your financial objectives.
Learn MoreYour financial well being is our #1 concern
We are committed to providing the finest, investment products and services, and identifying potential problems that could undermine your financial stability.
Because the financial markets and your needs are always changing, successful investment management must be a dynamic process. We will meet you on a regular basis to discuss your progress in the light of the current economic outlook. While developing a process customized financial program, we will walk you through a step-by-step process that will make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. WE can help you execute a sound financial program utilizing products and services tailored to fit your needs.
2621 Forest Road, Spring Hill, FL 34606
10 W. Jefferson St, Brooksville, FL 34601
Phone (352) 592-9833 • melisa@taxandfinancial.us
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Estimate how much you have the potential to earn during your working years.
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Using smart management to get more of what you want and free up assets to invest.
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A presentation about managing money: using it, saving it, and even getting credit.
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How federal estate taxes work, plus estate management documents and tactics.
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Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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