WELCOME
At Mid-Thumb Financial Planning, LLC - we provide independent financial consulting services to individuals and small business owners who are retired or nearing retirement. We are dedicated to providing the 50+ client with access to multi-disciplined financial consultants, tax consultant`s and preparers, attorneys and insurance agents who are equipped with knowledge, education and experience.
Consultant and Advisory Services are offered in seven primary areas:
(1) Portfolio Management, Review(s) Allocation Stratgies
(2) Financial Planning - Retirement Planning
(3) Tax Preparation and Planning - Discounted Services to Members, Low Rates for New Clients. Our Tax Preparatiopm and Planning are done in our office by our affliated company Senior Tax Planners and Consultants, LLC.
(4) Insurance (Life, Health, LTC) and Employee Benefits Programs
(5) Estate Planning, Medicaid and Asset Protection Planning
(6) Trust Funding and Trust Settlement Services are a very important service provided to our clients, and they find it to be an asset to them to know that help and assistance in these areas will be handled by someone trusted and known to be in their families best interest.
(7) Business Valuation and Financial Analysis.
As our valued client you will receive the full benefit of our extensive background in financial theory and strategies in the estate and financial planning areas. We utilize this knowledge to develop the correct path to assist in our client`s achieveing their specific goals. As we have no allegiance to one single product, our sole objective is to perform in a manner consistent with the expectations of our clients.
Thus the foundations of our practice are built on client(s) relative performance and client communication. Whether implementing investment strategies, preparing your personal financial plan, evaluating estate tax liability or valuing a business, we strive to deliver concise, understandable and timely reports.
