Premier Tax & Wealth Advisors
85 Felt Road - Suite 603
South Windsor, CT 06074
Phone:
(860) 872-6866
FINANCIAL PLANNING, LIFE AND WEALTH MANAGEMENT
Cathy Pinard, CPA and Premier Tax & Wealth Advisors is an independent tax and financial services firm blending tax preparation services, ongoing life-encompassing advice and investment management. We help you identify your goals and formulate ways to reach them.
We specialize in comprehensive financial planning with an integrated approach.
We can help you create a holistic plan that will inspire you to have confidence about your finances. We will help guide you through financial decisions such as the lifestyle you wish to live in retirement or the legacy you may wish to leave to your loved ones. We will help you every step of the way, whether you are in the accumulation, distribution, or wealth transfer stage of your life.
Your financial advisor should also understand the complexities of your tax situation.
Income taxes may be your largest lifetime expense. As a financial services and CPA firm, we will work with you to minimize your income taxes and maximize your benefits as much as possible while using your goals and values to guide you.
In a complex financial world, a second opinion review of your financial strategy can be valuable.
Questions? Let's Talk.
We can help you connect the dots & experience the power of planning!
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.