Back River Financial Group believes in the one stop shopping approach to all the financial needs of our clients. All products and services are intertwined to some degree and an overall picture is critical in guiding clients in achieving their goals. In doing so, we offer the following services:

1. Income Tax Preparation and Consulting Services: All aspects of a client’s financial life are driven by the income tax return. Federal & State income taxes are Back River Financial Group’s strength with the principals having 21 years of experience. Staff and tax preparers have over five years experience. Tax planning consultations are recommended to small businesses on an annual basis or when changes arise. Back River Finacial Group is an advocate for a proactive approach to income taxes noting, “It is hard to plan on January 1st, when the year is complete.”

2. Commercial & Residential Mortgaging: Principals and staff have extensive mortgaging and lending backgrounds. We are not a lender or broker but will work on a consulting basis to fit the client with the best financing alternatives through affiliated companies and contacts. We believe almost any need can be met.

3. Retirement & Succession Planning: Every individual needs to think about their future and how he or she will be able to afford retirement. Factors include retirement contributions throughout working life, whether a business be sold or passed on to a child, what type of retirement plan is most appropriate given a personal financial situation and business structure. Principals and staff have extensive experience in licensing and financial products to fit the client with appropriate programs. In addition to the firm’s individual experience, a significant network of affiliated organizations support the ability to meet whatever needs a client might possess.

4. Personal & College Financial Planning: As with all aspects of financial planning, the tax return primarily drives the financial aid forms parents will encounter when starting the college search process. A proactive approach to financial aid can be the difference in parent’s ability to successfully put their children through college without breaking the bank.  We offer families formal experience in the college financial planning process and utilize affiliated college resources.