Tax Preparation and Planning Services
Tired of paying too much in taxes? Crystal Clear Finances offers tax planning strategies that can help reduce your taxes. As we prepare your taxes, we will offer recommendations for investment strategies that can be used to help lower your taxes and increase your retirement.
Weekly Radio Program
 Crystal Clear Finances is a thirty-minute financial educational program provided every Saturday at 10:30am on 1540AM Life radio and then at 10:00am on WHAZ 1330AM. Crystal Clear Finances is dedicated to answering your financial questions and providing practical guidance for your financial future.
Interested in purchasing a CD of the radio show? Click here!
Click here to subscribe to our audio podcast!
Educational Seminars
Crystal Clear Finances offers a wide range of financial seminars dedicated to making finances come alive! Presented in a down to earth style; savings, investments, and insurance move from just a theory to a step-by-step plan for practical application.
Consultations
A free initial consultation is offered to all prospective clients. The purpose of this meeting is to develop an understanding of the client's needs and goals. This meeting is followed up with a written financial plan outlining recommendations based on an analysis of the client's current situation and where they want to go!
Annual events
From Cashflow tournaments to annual BBQ with the whole family, Crystal Clear Finances is dedicated to serving every member of the household! We believe that financial planning is not a one stop, one visit transaction but it is a life time relationship of caring and planning for your future and the generations that follow.
Portfolio Analysis
Do you wonder how your investments rate in comparison to their peers? Crystal Clear Finances can provide you with a detailed analysis of your current investment portfolio and help you determine if your portfolio is working as hard as you are!
Interested? Contact us and allow us to help you today!
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