TaxChampion has been helping individuals, families, businesses and institutions with their financial needs.  Our service in the area of financial planning includes:

Client  Profile:   Small Businesses

Small business clients' financial needs would most likely be geared to retirement plans,  business buyout planning and proceeds from sales.  The Taxchampion options are:

• Retirement Plans -  SEP IRA
• Business Buyout Planning
• Investing Proceeds from Sale

Client  Profile:   Young Families

At this stage in life, clients are likely seeking guidance on education planning, life planning and  possibly inheritances. In this instance, Taxchampion provides services in the following areas:

• Education Planning
• Life Planning
• Inheritances
• IRA

Client Profile:   Corporate Executives

Our Corporate clients' financial concerns may center around disability, large IRA rollovers and tax advantage investing.  The choices are:

• Disability InsuranceLarge IRA/401 K rollovers
• Tax-Advantaged Investing

Client Profile:   Retirees

Retirees need financial guidance on long-term care, IRA distribution planning and estate planning.  TaxChampion services are:

• Long-Term Care
• IRA Distribution Planning
• Estate Planning