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Details

Financial Planning and Tax Planning Together

General Info

We, at SELK DAWSON FINANCIAL SERVICES, LLC, have combined over 50 years experience in the financial services arena. We believe that planning for your future gives you a much better chance of enjoying the future. Financial freedom, whether it means retirement, college savings, or just having money available for a family crisis will not happen by default. Our process includes listening, planning and monitoring. First, we sit down with you and listen. Listen to who you are and where you want to go. You set the goals for yourself. We then help you develop a plan to reach those goals, as well as, monitor your progress along the way. If you would like to meet with us concerning your investment or financial planning needs, call us at (319) 286 9026

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phones:

Main - 319-363-2387

Fax - 319-363-8610

Extra - 319-286-9026

Address:
975 5th Ave SW Cedar Rapids, IA 52404
Email:

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Categories
Financial Services, Financial Planning Consultants, Investment Advisory Service, Retirement Planning Services, Taxes-Consultants & Representatives
Services / Products
Retirement Planning, Insurance Planning, Information & Referrals, Tax Planning, Roll Overs, Asset & Portfolio Management, Business Tax Return Preparation, IRS Problems, Business Start-Up Planning, Insurance Premiums, Business Planning, Income Tax Preparation, Estate Tax Returns, Tax Problems, Financial Management, State Tax Returns, Tax Consulting, Abatement of Penalties, Equity Investments, Tax Advisors, Financial Education Workshops, IRA Rollovers, Diversification, Financial Advisors, Financial Consultants, Family Financial Planning, Savings Plans, Stock Investments, Individual Tax Return Preparation, Financial Planning, Asset Management, Federal Tax Returns, Investment Advisors, Roth Individual Retirement Accounts, Load Funds, Mutual Funds, Investments, SEP Individual Retirement Accounts, Bonds, Individual Retirement Accounts, Money Market Accounts, Annuities, Government Bonds, Index Funds
Payment Options
discover, visa, master card, cash
Neighborhood
Taylor
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