At David J. Fender & Associates Inc.,
We offer a variety of services including complex tax preparation, accounting services, as well as comprehensive investment planning*. In addition to preparing and filing your tax return, we can assist in developing a unique plan that takes into account your financial circumstances, tax status, and can implement a broad variety of strategies for your college, retirement, insurance, and estate planning goals.
We offer our clients a multifaceted approach to address their growing financial challenges.
*These services are offered by David J. Fender through his affiliation with HD Vest.
Helpful Content
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Learn how to harness the power of compound interest for your investments.
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Immediate vs. Deferred Annuities
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TIPS for Inflation
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Lots of Variables with Fixed-Rate Mortgages
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A Bucket Plan to Go with Your Bucket List
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Roth 401(k) vs. Traditional 401(k)
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Comparing Investments
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
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5 Smart Investing Strategies
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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What Smart Investors Know
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Choosing a Mortgage
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Estate conservation is too important to put off. Do you have a smart exit strategy?