Organized around outcomes, not around who happens to hold the license.
Four areas of work, delivered by one team that talks to itself. Tax and accounting services are distinct from securities, investment advisory and insurance services — each is noted below.
Know what you owe, and why — before the year ends.
Preparation and long-term planning handled by the same people who see the rest of your financial picture, so a filing decision is never made in isolation.
Tax and accounting services are provided by Feucht Financial Group, L.L.C. and are separate and unrelated to securities and investment advisory services.
- Individual tax return preparation
- Partnership, S corporation and C corporation returns
- Estate, trust and gift tax returns
- Resolution of tax notices
- Long-term tax planning
- Full-service payroll
- Bank and credit card reconciliations
- Financial statement preparation
- Bookkeeping and year-end closing
- QuickBooks® setup and training
- W-2 and 1099 preparation and filing
- Sales and property tax returns
Invest with the tax consequences already accounted for.
Portfolios and planning built around the plan first — with the tax, retirement and estate implications of each decision considered together.
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
- Traditional and Roth IRAs
- 401(k) and IRA rollovers
- Fiduciary managed accounts
- Full brokerage services
- Education funding and 529 plans
- Estate, trust and retirement planning
- Fixed and variable annuities
Your company's books and your family's plan, on one desk.
Bookkeeping, payroll, entity returns, retirement plans and personal planning coordinated so the business decision and the household decision line up.
Retirement plan investment services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Accounting, payroll and tax services are provided by Feucht Financial Group, L.L.C.
- Employer and employee retirement plans, including 401(k), 403(b), SIMPLE and SEP
- Section 105 and Section 125 cafeteria plans
- Payroll and accounting support
- Entity and long-term tax planning
- Financial statements and reporting
- Business and personal financial coordination
Protect what the rest of the plan depends on.
Protection reviewed as part of the whole picture — not sold as a standalone product disconnected from your tax and estate planning.
Insurance products are offered through insurance companies with which Feucht Financial Group, L.L.C. and its representatives have contracts. Variable products are offered through Osaic Wealth, Inc., member FINRA/SIPC. Guarantees are subject to the claims-paying ability of the issuing insurance company.
- Term, whole and universal life insurance
- Variable universal life insurance
- Funeral trust policies