Financial success does not happen by accident but rather it comes from having a plan and following that plan. At Intelligent Financial Solutions, we provide that plan so our clients can have peace of mind in knowing they are on the road to Financial Success.
We start with a complimentary in depth financial analysis of our client’s current financial situation. our advisors will review your taxes, examine your budget, current investment portfolio, all insurance's your current mortgage and any other applicable area. Our experts then can uncover any weak areas in your existing plan at which point they will suggest what needs to be done to get them on track.
Our dedicated team will invest in you and all we ask is that you are willing to invest some time in yourself so that together we will change your financial world and get you on that road to success.
CALL NOW 718-680-6234 to make an appointment We are not just a tax service but rather a one stop shop for all your financial needs. remember to ask about your complimentary complete financial review. we promise that it will be the best investment you will ever make.
Click on the links below to fill out the New Tax Client Profile and the Wealth Management Client Profile for your complmentary review and bring it with you to your Tax Appointment.