Tax Analysis

Do you owe taxes each year? Do you get gigantic refunds? Let's optimize your taxes!

As a financial planner in Rhode Island, I can:

  • Analyze your taxes to make sure you're withholding enough

  • Identify your short-term and long-term investing

  • Keep you up-to-date with tax changes

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Contact Me!

Contact me for a complimentary strategy session if you are sick of breaking promises to yourself and are ready to make a change.