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At Your Financial Spectacles, we integrate financial services into CPA firms, Tax Preparation firms, & Estate & Tax Planning firms that enable individuals, families, and business owners to reduce taxes, protect their assets and lifestyles, and build lasting wealth. With a trusted network of CPAs, tax and estate attorneys, former IRS agents, tax preparers, financial coaches, and licensed life insurance and annuity professionals, we provide personalized financial strategies tailored for each client. Whether you’re starting fresh or navigating complex financial circumstances, we’re here to empower you with education and practical tools that truly make a difference. Our Businesses & Individuals Services Include: CPA Tax planning, tax strategies, tax preparation & tax compliance Emergency fund planning for financial security Financial education to increase awareness and confidence Strategies to improve cash flow and eliminate debt Tax liability reduction for capital gains; income; & Federal estate tax & NY Estate Cliff tax. Insurance & risk management solutions for life, health, income, and wealth protection Wealth-building, preservation & distribution strategies Through Products, such as: Wills, Trusts , Leveraged ILIT– Estate & Tax Planning Corporate Structures (Domestic & International) – Asset Protection Old (Former employer) 401K’s / IRA Rollovers Fixed Index Annuities (Lifetime Income) College Savings/Life Plans Term & Permanent (whole & universal) Life Insurance Term with Living Benefits (chronic, critical, terminal illness) Long Term Care / Final Expense Insurance Defined Benefit Plans Traditional Investments (stocks, mutual funds, investments, bonds, real estate) Deferred Sales Trust or Charitable Remainder Trust – to reduce/eliminate capital gains tax on the sale of a high value asset Our process: -Provide a base of financial concepts that can be built on -Identify where you are on your financial journey -Customize solutions tailored to your goals -Put into place the strategy that delivers the best results At the core of our business are the values of honesty, transparency, integrity, and trust. We encourage our clients to be their authentic selves and take charge of their financial future with confidence. Our long-term vision is to eliminate financial illiteracy by teaching people how money works and empowering them with the tools to build and sustain wealth. We are committed to creating a future where financial success is achievable for all. “With the right financial lenses, you can build, reduce, protect, and guarantee with confidence .”
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United States
- yourfinancialspectacles.com
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