Wealth Management
Want to build your wealth in a safe and secure way? Find out the wealth management strategies that work for you and meet your financial retirement goals with our professional and proven approach today.
Professional Advisor Alliance
We are excited to announce that we have formed an alliance with Ameriprise Financial. They are not employed by Prestige, but are available to our clients as an excellent resource for financial planning, wealth management strategies and protection planning. Ameriprise Financial has 125 years of experience helping clients work toward their financial goals. Starting with their Confident Retirement® approach, a straight-forward and easy-to-understand way to help you meet your retirement goals.
Private Wealth Advisor Mike Perez of Ameriprise Financial will work with you to build your plan and you’ll enjoy the advantages Ameriprise clients have valued for years:
- A one-on-one relationship with a dedicated advisor.
- Strategies to help you achieve your dreams and goals.
- Access to the depth and breadth solutions needed to prepare for a more confident retirement.
- Creative ways to organize and manage your finances.
These are just some of the factors that can help make the difference between holding your own versus making the most of your future.
If you would like more information, I encourage you to check out their website at: www.ameripriseadvisors.com/michael.a.perez
Ready to come in for an appointment?
Our schedule is very full…but if you call us at (833) 672-2268 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!
What our Clients are saying
Darryl M.
Latrice S.
Lacretia C.
Jennifer B.
Latest Blog
Is Your Business Using Your Home?
Home office deduction - what is it and what are the requirements If you own a law firm, you may be able to deduct the cost of your home office on your taxes. The home office deduction is available to business owners who use a portion of their home exclusively for...
A Backdoor Roth Ira Strategy For Law Offices
What is a backdoor Roth IRA strategy, and how does it work for law offices specifically A backdoor Roth IRA is a retirement savings strategy that law firm owners can use. Specifically, it allows them to make after-tax contributions to a traditional IRA. Then convert...
Don’t Be Caught Off Guard, Prepare Early For Next Tax Season!
Keep track of your income and expenses for IRS regulation compliance. One practical way to save money is to keep track of your income and expenses throughout the year. It will help you to stay organized and efficient with your spending. You can use a simple...
Kiddie Tax – What Is It And Do You Need To File?
What is the Kiddie Tax and how does it work The Kiddie Tax is a federal tax on the investment income of children under the age of 18. The tax is designed to prevent parents from sheltering their income in their children's names in order to reduce their own taxable...
