Tax Planning & Preparation 

Tax Planning & Preparation

Financial Planning

Insurance

Estate Planning

Investment Management

Employment Sponsored Plans

Tax Planning & Preparation

At Prostatis Financial Advisors Group, we want our clients to understand that sophisticated, comprehensive, affordable tax planning is important and accessible to everyone. We transform the tax experience from an unplanned, once-a-year stressful event into an activity filled with saving, lifestyle, and investment opportunities.

INDIVIDUAL TAXES

Whether a client completes a Tax Organizer to perfection or prefers the shoebox method and needs an accountant to sort through it all, we work with them and even provide companion services. We can keep clients’ quarterly tax preparation and their cash flow on track with phone or email reminders, and, should the governmental agencies audit a client, we will represent them.

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It only takes 15 min to connect with Prostatis and determine how to proceed with your retirement.

Don't forget to request the Savvy Investor Retirement Summary!

Request the Savvy Investor Retirement Summary and see what it would look like if you were able to grow, protect, and distribute your wealth in the most tax-efficient manner while alive and after you pass. In five steps, you can get prepared for the rest of your life!

  • 1) The Intake (Gather Your Info)
  • 2) The Summary (Show Your Future)
  • 3) The Review (Take Home And Review)
  • 4) The Decision (Determine How To Proceed)
  • 5) The Savvy Life (Enjoy Your Retirement)