Get Set for Life!
When it comes to your financial life, it can be overwhelming to implement and manage multiple strategies, stay up-to-date with the latest tax regulations, and handle your many other responsibilities in life. By working with a financial and tax professional you trust, you can feel more confident in your financial future and have more time to focus on your passions in life.
I’m Mary Allard, a CPA and financial advisor who helps people address all elements of their financial lives, including their tax, investment, and retirement planning needs. My goal is to integrate your financial and tax needs into a cohesive strategy that makes sense according to your objectives and values.
Rather than have to work with several different advisors or firms, my clients can rely on me for integrated tax counsel and financial planning guidance. My services include tax management, investment management*, retirement strategies*, estate conservation*, and insurance*.
As both a tax and financial professional, I consider all tax ramifications in financial decision-making with the aim to help you generate more disposable income for your savings, retirement, and legacy. Based in Burnsville, Minnesota, I work with clients in the Twin Cities metropolitan area, and also statewide throughout Minnesota. Contact me today to learn more about how I can help you get “set for life”.
*These service are offered by Mary R. Allard through her affiliation with Coastal Equities.