JRM Tax & Wealth Management, LLC
The largest expense most will have during our lifetimes isn’t the cost of education or a home purchase, but the total amount of income taxes we’ll pay. As a licensed Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional, I assist clients in making informed decisions with careful consideration of the associated tax implications. From college savings and retirement planning to operating a small business, I specialize in helping clients to avoid costly errors and optimizing outcomes.
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