Taxes

• Tax Planning
  Before joining Hudson Financial Advisors, Joe worked at Beacon Financial Partners where he assisted his clients by developing and implementing comprehensive and flexible financial plans. As time passed, he helped create and implement new strategies to reflect their changing goals and circumstances. Prior to Beacon Financial Partners, he was a Wealth Strategist at Hawthorn, PNC Family Wealth providing tax and financial planning advice to corporate executives and multi-generational families. Joe also worked in the trust tax group within National City Bank, now PNC, N.A. where he was a member of the charitable and endowment group. He started his career in public accounting where his responsibilities included income tax planning and compliance.
• Charitable Giving
  While active in several charitable organizations, Joe serves on the Board of Directors of the DDC Clinic, Center for Special Needs Children and Northern Ohio Charitable Gift Planners. He previously served as treasurer for both organizations.
• Tax Services
• Income Tax

Investment

• Mutual Funds
  We use institutional mutual funds, ETF’s and separately managed accounts that incorporate the following concepts in our asset class investing approach...
• Wealth Management
  Would you like to maintain your lifestyle, increase your peace of mind and live your life to the fullest? Then you may be ready for our wealth management process, The Financial Masterpiece Program

Accounting

• Accounting Services

Planning

• Financial Planning
  We equip successful people with the tools they need to reach the next level of success. Our mission is to support them in that quest by empowering clients to make smart choices, through trusted and valued advice.
• Retirement Planning
• Asset Management
  We believe that investment returns are determined principally by risk, and that a diversified portfolio's expected return is a result of its exposure to certain risk market-based factors. Since a portfolio's asset allocation determines its risk factor exposure, how to allocate one's assets into purpose based pools of money is one of the most important decisions an investor can make.