Addressing Clients’ Financial* and Tax Concerns
Throughout life, people are faced with a number of financial concerns and decisions. When can they retire? How can they save for their child’s college expenses? Are they investing tax-efficiently? How can they manage the accounting needs of their business? There are many other questions people have about their tax and financial world. At Leivas Tax Wealth Management, our goal is to help individuals, families, and business owners navigate and understand these complex issues.
Leivas Tax Wealth Management is a comprehensive tax and financial services* firm committed to helping clients pursue long-term financial success. We seek to assist clients in all aspects of their financial lives, from reducing taxes to managing a business to retiring. Comprised of a number of experienced professionals in the tax, financial*, and insurance industries, our team works together, providing support in our respective specialties. As a team, we strive to do everything in our power to keep our clients focused on where they want to go, offer advice on how to get there, and provide guidance along the way.
We are focused on putting the clients’ best interests first, developing strategies, and offering advice appropriate for their situation. The personal service we provide has resulted in a number of long-lasting relationships that span generations.
*Investment and financial services are offered by Susan Leivas-Sturner, Spencer MacDougal, Maribel Echeverria, Audrey Nesvold, Joshua J. Mogush, and Charles McManuis through their affiliation with HD Vest.