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Our financial planning department focuses on total, complete and comprehensive financial planning. Reviewing your risks, review of your tax matters, review of your retirement needs, review employee benefits offered by your employer, complete review of your investments and goals. Bringing all your financial matters together to insure you maximize your overall financial picture. It seems everyone is a financial planner today. Always question the people you work with. What is their college education, what credentials have they obtained, how many years of actual experience have the completed. Also don’t forget a list of referrals. After all, your tax concerns are too important to leave to chance!!! Our financial counsels hold the most prestigious designations, teach and write text on comprehensive financial planning. Some of the credentials that aid in financial planning include: Accredited Business Accountant (ABA) ABAs are professionals who specialize in accounting services for individuals and small to medium size businesses. They can provide personalized financial reports and interpret those reports for you. These individuals have passed a full day exam testing their technical proficiency in financial accounting, reporting, statement preparation, taxation, business law, consulting services and ethics. Accredited Tax Preparer (ATP). Individuals who hold the ATP credential have a through knowledge of the concepts behind the existing tax code and the preparation of individual, corporate, and partnership tax returns. Accredited Tax Advisor (ATA). Individuals holding the ATA credential have demonstrated the ability to handle complex tax planning issues, including planning for owners of closely held businesses, planning for the highly compensated, choosing qualified retirement plans and performing estate planning. Certified Financial Planner (CFP). Individuals holding the CFP credential have completed a national exam issued by the Board of Financial Planning. This generally includes a study program including; income tax planning, investment planning, insurance planning, retirement planning, employee benefit planning and estate planning. Most CFP Candidates are also required to hold a bachelor’s degree and actual work experience in the financial planning industry. Investment Advisor: Licensed through Packerland Brokerage Services Inc with applicable federal and state requirements to perform complete investment analysis. Enrolled to Practice Before The IRS (EA). Individuals holding the EA credential have passed a two-day exam covering all segments of tax law directly from the Internal Revenue Service. This is the only tax license exam provided directly by the IRS and the only license issued directly by the IRS. Masters Degree in Taxation (MST). Individuals holding the MST credential have completed an advanced college degree, beyond the Bachelors Degree, specifically geared to tax law. This is the most prestigious designation available in the tax industry. Our financial planning counselor is:
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             Registered Representative, Investment advisory services and securities offered through Packerland Brokerage Services, Inc., Member FINRA & SIPC. |
James
has over 15 years of experience in income tax and financial planning. He
earned his Enrollment to Practice before the Internal Revenue Service
designation during 1992 (the only tax license issued directly by the
IRS), he holds a Bachelor's Degree in Business Administration, majoring
in accounting, from the University of Wisconsin - Eau Claire. He has
worked as a tax researcher/technical writer and has served as an
instructor for several tax and financial organizations. Jim has served
as the Manager of Financial Services with a fortune 500 company and is
also an investment advisor through Packerland Brokerage Services.
(Series 6, 63, 65, 7 ,24)