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 Avantax.
Helpful Content
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And the Executor Is
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9 Facts About Social Security
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How to Make the Tax Code Work for You
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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A presentation about managing money: using it, saving it, and even getting credit.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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Should You Invest in Exchange Traded Funds?
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