Back River Financial Group through its tax preparation services has always been a strong advocate for complete financial planning services. The tax return is usually at the root of many financial planning decisions. For this reason, we have continued to develop this service within our practice to include affiliation with a financial planner.
Taking this a step further, Back River Financial Services has established, through proper licensing, a financial planning division to enable recommendation of the most suitable investment vehicles to help our clients reach their investment goals. This licensing is in partnership with Twin City Financial Group, whose advisors and products fully complement those of Back River Financial Group.
In the spirit of keeping as much hard earned money as possible, retirement planning is a large part of our tax planning services. There are many varying retirement plans, however, no single plan fits every clients needs. Through our deep background in income taxes combined with our renewed growing knowledge and commitment to retirement planning, we are best positioned to help make the proper decision for the client’s current and future needs.
The most important factor for a student when being considered for financial aid, is the parents Federal Income Tax Return. Proper business and asset structure, retirement planning and placement of income and expenses on the tax return are key factors in considering the students eligibility. As certified tax advisors and licensed financial advisors, who better to help navigate the college process than Back River Financial Group? Proper Planning for college can result in thousands of dollars in eligible financial aid.
After years building a business and accumulating assets, one of the most daunting tasks can be a plan for moving forward to the next phase of life. This next phase could include:
For those financial considerations not directly affected by the Federal Income Tax return, we are proud to be able to offer the following products and services through Twin City Financial Group:
With the help of the advisors at Twin City Financial Group, we are better positioned to help with any financial planning situation a client might encounter.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Twin City Financial Group, a registered investment advisor and separate entity from LPL Financial.
Specializing in financial planning for retirement, Mike Godin brings over 20 years of ethical investment and income planning experience in the financial services industry. Mike is dedicated to educating his clients on the many aspects of wealth management and asset preservation. His recommendations are made only after fully informing clients and determining their level of risk tolerance, financial needs and goals, and the time frames of those goals. Mike understands that each client is unique in his or her financial circumstances and concerns, and delivers unbiased advice on a customized basis that will serve each individual in the most appropriate way.
Make an appointment with Mike to discuss your financial needs today!