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A Team of Tax, Financial and Business Experts
Without question, today’s financial landscape is complex for even the most sophisticated investors. How do you effectively plan for today, the future, and generations to come? How do you plan for what is unknown and unpredictable? How do you mitigate the risks of inflation, taxes, market downturns, and a variable interest rate environment? Today, more than ever, it’s essential to have the flexibility of an integrated portfolio management, tax planning, and accounting.
At EagleStone Tax & Wealth Advisors, we see ourselves as the CEO, CFO, and COO of your finances while you are the Chairman of the Board. In our role, we are able to take a strategic and holistic approach to your financial profile, guiding you through the tactical and technical decisions with a team of specialists.
Our team is comprised of Certified Financial Planners, CPAs, and professionals who hold JD and MBA credentials. The EagleStone team works together to formulate recommendations based on your long term goals. Moreover, we believe these recommendations must be based on the unique needs of our clients. We have seen thousands of clients with varying profiles and financial objectives over a collective 50 years of experience. We know there is no “one size fits all” solution, and we pride ourselves on approaching each client based on their unique customized profile.
James D. Warring, CPA/PFS, CFP®
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