what we can do for you

Retirement Planning

By utilizing various retirement strategies, we work to assist those who have a commitment to pursue financial security and independence. We pride ourselves on helping provide our clients with the added peace of mind they deserve to enjoy their retirement. We plan with a goal in mind — that clients don’t outlive their retirement income.

Wealth Accumulation

Our team is fully dedicated to your financial future. For this reason, proper wealth accumulation strategies are developed through intelligent investing. As national best-selling author Patrick Kelly said, “The only way to build real wealth is to do so slowly, steadily, and wisely.” We recognize that you work hard for your money; we want to help you make sure that your money is working hard for you.

Nick on Fortune

Click to listen to Nick talk about a Wealth Accumulation Strategy.

Tax Planning

At A Better Way Financial, we want our clients to understand that sophisticated, comprehensive, affordable tax planning is important and accessible to everyone. We transform the tax experience from an unplanned, once-a-year, stressful event into an activity filled with saving, lifestyle, and investment opportunities.

Individual Taxes

Whether a client completes a tax organizer to perfection or prefers the shoebox method and needs an accountant to sort through it all, we work with them and even provide companion services. We can help keep clients’ quarterly tax preparation and cash flow on track with phone or email reminders.

Estate Planning

Many are concerned with passing on their estate efficiently to their heirs. We offer assistance in estate planning to help make certain your family receives the gifts that are intended. A good estate plan offers instructions for passing on your hard-earned savings and assets. It is important for everyone to have a comprehensive plan for his or her estate.

Other Financial Services

A professional firm with decades of experience, A Better Way Financial provides solutions to help individuals, families, and small business owners achieve their financial goals. Please contact us to learn how we can help you.

We connect you with tools to help you
achieve the retirement you deserve.