Walter McDaniel

Learn about cyber liability insurance in this entertaining video. Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video. Learn about what risk tolerance really means in this helpful and insightful video. Imagine your ideal post-pandemic retirement with this animated video. Welcome,... Im Walter McDaniel, CFP®. I founded my independent financial services and tax firm in 2004 and have been in the financial industry since 1980. I have extensive professional experience in both tax preparation and financial planning and have the unique opportunity to work independently with clients to help them pursue their goals and objectives. Beyond assisting clients with their investment portfolios, I also provide insight into their tax situations and preparation. I work with a wide range of clients but specialize in helping hard-working families identify their goals and address their tax and financial planning needs. I offer standard tax preparation and accounting services, as well as comprehensive investment planning. In addition to preparing and filing your tax return, I can help develop a plan that takes into account your financial circumstances and tax status, and consider retirement, education, estate, income tax and financial planning goals. I encourage you to reach out to me and see how my tax and finance knowledge can help you and your family build a strong financial future.Read More