Call us at: 239-939-3235.
Click here for our address and a map of our location.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of Florida or if you are not a Florida resident we will take the necessary action to comply with the security laws of your state.
Fee-based advisory services are offered through Haisman Wealth Management, Inc., a registered investment advisor. Haisman Wealth Management, Inc. only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements.
Income Tax Reviews
- an important organizational step
We have found that both for-profit and not-for-profit organizations overlook important items when filing necessary tax forms. At Haisman Wealth Management, Inc., we evaluate what role your tax filings play in your asset management and business financial planning. We frequently are able to advise management strategies that may have the objective of better achieving your organization’s, financial planning, retirement planning and mission.
We are able to describe how to find and evaluate tax preparers and we explain the different types of tax professionals.