#Taxes #Financial Planning #YourTrustedAdvisor
#Taxes #Financial Planning #YourTrustedAdvisor
It does not matter if you make $1,000 or $1,000,000 EVERYONE needs a financial plan. Just like you need a doctor to stay healthy or a personal fitness trainer to get in shape, you need a financial professional to put a plan together for your money and future.
Tell us what your goals are; vacation, college, buying a new home or retirement, and we will help you to develop a plan to reach those goals.
Before we put a plan in place, we take time to get to know YOU! Knowing where you want to go helps us to determine the best way to get you there. We then, together, formulate a plan to address your short-term and long-term needs and goals that includes cash flow and budgeting, insurance and taxes and other financial areas that are important to you.
For the past 20 years we have helped clients achieve their financial goals and objectives. Our specialized approach will help you grow, protect and transfer your wealth through full-service financial budgeting, tax planning and real estate advisory services. And you can count on unbiased recommendations and impartial guidance. We are your trusted advisor!
For the past 20 years, Kristina has provided sound financial and tax consulting to companies and their owners.
Kristina graduated from the University of Miami with a Bachelors in Accounting (BBA), a Masters in Taxation (MST) with a specialization in Personal Financial Planning and a Masters in Business Administration (MBA). She started her career in public accounting working at some of the top national firms. Her focus was on the taxation of high net worth individuals and now uses that experience in her role as a Wealth Advisor.
She holds a Life & Health Agent license (TX, FL and GA) and is a licensed REALTOR (TX). When she is not working you can find Kristina spending time with her family, traveling to new places and engaging in some form of exercise.
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