T o d d  P f l e g e r
  F I N A N C I A L  S E R V I C E S
 
Tax & Estate Planning
  Tax Planning
Tax Planning is an integral element of any comprehensive financial plan. It is important that we review each clients individual tax circumstances to better assist them with financial recommendations. For those clients without a current tax advisor we will prepare income tax returns upon request.
   
  Estate Planning
The preservation of family wealth and transfer of assets from one generation to the next is a critical element of any successful financial plan. A well-constructed estate plan can provide tremendous peace of mind. To ensure that property is distributed to desired beneficiaries with minimal depletion from taxes and expenses we begin the estate planning process by analyzing testamentary wishes. After analysis we present all options and help your legal advisor with drafting of the appropriate legal documents.

 

Todd C. Pfleger, CPA, PFS
Registered Investment Advisor
1 Financial Place, 297 North Street, Suite 321A, Hyannis, MA 02601
Tel: 508.771.0667  •  Fax: 508.771.0661  •  Email:
 todd@pflegerfinancialservices.com