Services We Offer
Income Tax Services
Investment Advisory/Financial Planning
Income Tax Services
Stockbridge Financial, LLC is your comprehensive source for tax needs at a competitive rate. We prepare and electronically file the Federal 1040 and all applicable schedules, as well as all pertinent state and local filings. Beyond the forms, our value-added Smart Wealth Solutions for LifeSM services also provide information such as your effective tax rate, prior year comparisons and “what-if” life-event planning scenarios. Your filing fee also includes our expertise for year-round consultative help and advice.
Investment Advisory/Financial Planning
Stockbridge Financial, LLC does not sell any investment products or receive commissions. In addition to tax services, we provide unbiased and independent Smart Wealth Solutions For LifeSM advice covering a broad range of topics such as your 401(k) or 403(b) choices, IRA investments, college planning, asset allocation, etc. We lay the foundation with your goals, time horizons, and risk tolerance. An appropriate asset allocation is then recommended and agreed upon. Finally specific funds are then recommended for your portfolio.
Stockbridge Financial, LLC is not affiliated with any insurance firm, brokerage firm or banking institution. |
