Clare Fazackerley (AFC, CFP®, CPA®)

Clare Fazackerley focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Additional Information

Clare Fazackerley, Certified Financial Planner & CPA has more than 20 years’ experience in tax preparation after 20 years in consumer banking & regulation. Now she provides financial planning services also. She's always been on your side.

Jim Iverson, Chartered Financial Analyst, Investment portfolio analyst and advisor, previously worked for a federal bank regulator for 30+ years. During this career he learned how financial markets work and how they often present challenges for ordinary people.

1TaxFinancial offers tax preparation, tax planning and financial advice to our clients. We work on an hourly or project basis to help clients make sense of their financial lives.

All our advice is meant to serve your needs. We work with regular people with jobs and ordinary issues. We do not require you to have a lot of money to invest or a high income. We want to help people make financial decisions for the long run. That includes spending and investing your money wisely, allowing you to lead a happy & productive life.

We sell no products, do not collect commissions, and have no incentives other than your success.

We listen carefully to what you want and focus on finding ways to make that possible – not always money issues, but how your life meets your goals.

We believe that it’s your money, your values and your sanity. That’s our slogan, and our only focus.

NAPFA Start Date

May 13, 2016

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This Office

5931 Beacraft Ave Cincinnati, OH 45213-1605 Phone: (513) 794-1829