Tax Return Preparation and Filing

-        Personal and Business

-        Insurance and Risk Mitigation

-       Investment Strategy (see Note)    

Note:  As an independent financial advisor, The FinanSeer does not sell specific investment instruments for commission in order to avoid conflicts of interest.  However, The FinanSeer will evaluate investment alternatives on behalf of a client and provide the client with an objective assessment of the pros and cons of each alternative from which to select.        

If you or your business is planning to undertake a major project, purchase or investment, The FinanSeer can help you evaluate financing options and select among appropriate alternatives. If you or your business is experiencing financial hardship, allow The FinanSeer to work with you and your creditors to arbitrate and restructure debt and develop a plan to avoid more extreme measures including bankruptcy.

Periodically, we will meet with you to review your financial position and measure the progress made in meeting specific goals. We will help you make any necessary adjustments in your plan to recognize changes in income, lifestyle and life events.