Financial Planning
Comprehensive Financial Planning
Debem Tax Services proudly partners with Marcel Santos, a Certified Financial Planner, to address all your family’s financial needs. Our full-service planning encompasses a range of vital areas to secure your financial future.
Full-Service Planning:
- We accompany you every step of the way, providing ongoing, active management and Virtual tax preparation.
- Regular check-ins ensure you are on track to achieve your financial goals.
Investments:
1. Wealth Management Strategies
2. Asset Allocation Analysis
3. Portfolio Analysis (401k, TSP, 403b, IRA)
4. Diverse investment options including Alternative Investments, Stocks, Bonds, ETFs,
5. Stock options, and Equity Compensation.
Financial Planning:
1. Wealth Accumulation Strategies
2. Cash-Flow Planning and Budgeting
3. Retirement Distribution Planning
4. Employee Benefits Analysis
5. Tax Advantage Planning
6. College Planning
7. Specialized Planning for Business Owners.
Legacy Planning:
1. Wealth Transfer Strategies
2. Social Security Planning
3. Medicare Planning
4. Pension Maximization Strategies
5. Estate Planning Strategies
6. Gifting Strategies
7. Trusts Strategies