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WE INCREASE YOUR PROFITS!
Consistently Providing ALL the Tax,
Accounting, Personal & Business Planning Services that
Individuals and
Small Businesses Actually
NEED
Financial Management
Group can provide a wide range of Book Keeping, Payroll, Commercial
& Residential Real Estate Property Management, Personal and
Business Planning, Tax Accounting, Planning & Preparation,
Insurance & Investment reviews, College Planning, Estate
Planning and Asset Protection services as well as writing SBA Loans,
and can market your Business Loans, Equipment Leasing, Accounts
Receivable Loans and other business financing needs to over 125
various lenders to help get the money you need for your business
even if you’ve been turned down by banks.
The
Services that are Most Often requested by our Select Personal and
Business Clients are:
Book Keeping
We review and analyze your
current or planned Book Keeping practices, recommend and implement
simplified yet comprehensive methods that actually work for small
businesses.
**Payroll
We review and
analyze your current or planned Payroll structure and employee
status, recommend and implement cost saving methods that meet your
actual needs.
**Tax Accounting &
Preparation
An
analysis of your past tax returns often yields missed opportunities
that cost you Tax Dollars. We find existing money for your business,
legally using EVERY practical Tax Law to reduce or eliminate your
tax liability. We've found that most "professionals" try to
have high volume offices and are just too busy to find the right tax
laws that will save their Clients thousands of dollars each
year. That's why most Business clients switch to our individualized
comprehensive service.
**Self
Employment & Payroll Tax Reduction
Through years of researching tax laws, we’ve found
a way to virtually eliminate Self Employment and Payroll Taxes
for certain businesses and individuals. This saves Our Business
Clients thousands of dollars each year in unnecessary taxes. Now
they can use that tax savings elsewhere.
*Business
Loans
We find New
Money for your business with SBA Loans, Equipment Leasing, AR/PO
Financing and Other Business Loans that we can market to over 125
various lenders to help get the money you need for your business
even if you’ve been turned down by banks.
Insurance &
Investments
We
review and analyze your current or planned insurance needs and make
appropriate recommendations in areas that appear of concern or that
cost savings and better coverage can be found. We are not limited to
any specific company or insurance product. Specific areas of review
would normally include, but are not limited to: All areas of Life,
Health, Disability Insurance, Annuities, Long Term Care
Insurance and Employee Benefits packages when appropriate.
We are licensed and have available various investments
products. While our main focus is always taxes, tax savings, and the
impact of any investment on a Client's tax picture, our Certified
Financial Planner, because of his unique training and experience,
has the background and knowledge that makes Clients feel
comfortable. We have helped Clients find what's right for their
specific situation. Things like IRA's, Roth IRA's, Pension Plans and
a diverse selection of Mutual funds would normally meet and exceed
most Client's needs for Retirement, College and Investment
Planning.
**Business Planning & Asset
Protection
We
review and analyze the financial aspects of your current or planned
business structure(s), Wills, and Trusts to see how they may be
impacted by various financial events. This give you the opportunity
to make whatever changes you feel may be necessary to protect your
hard earned money and insure that your wishes are carried
out.
Call
Financial Management Group
at (215) 646-1170
today!
Personal & Business Tax
& Financial Management Advisors
Providing Big City Credentials
and Experience With Small Town Personal Attention and
Service
WE INCREASE YOUR
PROFITS
Certified Financial
Planner, Certified Estate Counselor, Business Finance
Consultant , DBA & Paralegal on Staff
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