Broker Check

2350 West Shaw Avenue
Fresno, CA 93711

Financial Alliance

(559) 252-1474

 

Services

TAXES

We have over 35 years of tax preparation experience. We provide you with state of the art technology in preparing your taxes. In addition, we will review your current tax position and provide recommendations, strategies and methods that will help reduce the taxes you are currently paying or might pay in the future.

FINANCIAL PLANNING*

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: 

  • Cash Management
    • Developing a workable spending plan
    • Reducing or eliminating debt
    • Evaluate mortgage strategies
    • Increasing cash flow
  • Risk Management
    • Identifying family’s insurance needs
    • Evaluating cost-effectiveness of current coverage
    • Providing the protection for life and disability
    • Providing long-term nursing home care
  • Investment Management
    • Establishing and analyzing investment objectives
    • Development of a well balanced investment portfolio
    • Active management and rebalancing  of portfolios
  • Retirement Planning
    • Establishing realistic retirement goals
    • Evaluate current retirement resources
    • Developing a workable retirement plan
    • Implementing retirement strategies
  • Estate Planning
    • Determining methods of minimizing probate expenses
    • Evaluating proper methods of holding title to property
    • Planning for proper distribution of family assets
    • Reduction or elimination  of estate taxes
  • Other Services
    • Education savings plan
    • IRA, TSA, 401(k) and deferred comp (457)
    • Rollover of retirement accounts 

* These services are offered by John Banuelos, EA, CFP®,  through his affiliaton with H.D. Vest Investment Services SM and HD Vest Advisory Services SM.