Financial Coordinator Services
You've become a successful business owner and you're finally the one calling the shots. You are in control of your financial future but are constantly on the move and need to stay focused on business. That's where Priority Tax and Financial Planning comes in. Our advisors will oversee your finances as your financial coordinator. As your advisor, we'll manage your entire financial portfolio including investments, financial planning, estate planning, and asset reporting. Your financial coordinator will show you how to budget your spending, save for the future, and minimize taxes.
You can count on your financial coordinator to help suppress tax obligations and safeguard your wealth. Your financial coordinator will establish financial controls to track all the money going in and out of your accounts. Our goal is to keep you on the path to achieving your financial goals so you can live your life.
Call us at 925-344-5312 now or request a consultation to learn more about how a financial coordinator can help preserve and protect your wealth. We work with a wide variety of business owners, entrepreneurs, and individuals.
Wealth Management for Individuals
- Asset reporting and tracking
- Investment management
- Budgeting and cash management
- Quarterly financial reporting
- Establishing financial controls
- Personal bookkeeping and bill-paying
- Asset allocation analysis
- Wealth management and financial planning
- Estate planning and trust administration
- Charitable giving