A Unified Approach to Your Wealth
As a client of Moyer Tax Services, you gain access to the financial planning capabilities of our sister company, Moyer Financials. We believe your tax strategy and wealth management should work together seamlessly, rather than existing in silos. By bridging the gap between annual tax preparation and long-term financial planning, we provide a unified approach to your financial life. Whether you need a clear snapshot of where you stand today or ongoing investment management, our dual-tier service model gives you access to guidance suited to your situation.
Included With Tax Agreement
Our standard tax engagement goes far beyond filing your annual return, offering a foundation for your financial future. Every tax client can receive a detailed Net Worth Statement and a Retirement Plan, providing a clear, high-level picture of your current assets, liabilities, and projected long-term expenses. This baseline planning helps you to make informed decisions year-round, helping keep your daily financial habits aligned with your broader retirement goals without any additional advisory fees.
Net Worth Statement
An organized snapshot of your financial standing, detailing items from cash and investment accounts to real estate and business assets. We map your assets against your liabilities, so you can know your net worth at a glance.
Retirement Plan
A roadmap projecting your long-term estimated expenses, future income sources, and the strategic role your investments will play over a multi-decade timeline. This includes a breakdown of your funding needs, future distributions, and a survivor income analysis to help with your financial security.
With Moyer Financials Advisory Agreement
For those seeking active, hands-on wealth management, stepping up to a full advisory relationship with Moyer Financials offers our complete suite of financial services. This tier includes everything from your tax agreement, plus an Investment Plan, a Recommendation Plan, an Estate Document Review, and a Risk Tolerance Review. You also receive a physical, Personal Financial Planning Binder to keep your financial life organized, giving you confidence that your wealth, risk, and legacy have ongoing support.
Risk Tolerance Review
An assessment that evaluates your investment timeline, income security, and comfort with market volatility to establish your risk profile. We use these results to help calculate a customized asset allocation formula that balances funding your short-term needs with pursuing long-term growth.
Investment Plan
An outline of our recommendations for restructuring your investments across diverse equity and fixed-income categories. We provide a blueprint for your asset allocation, including strategically laddered short-term holdings designed to help fund your upcoming spending needs.
Recommendation Plan
An action plan that identifies gaps in your current financial, tax, insurance and estate strategies, delivering specific recommendations intended to strengthen your overall financial picture. We flag areas requiring attention and provide a checklist to put those necessary changes into motion.
Estate Document Review
A clear, visual flowchart that translates your estate planning structures and asset distribution timelines into an easy-to-understand diagram. We also provide a plain-English summary of your crucial supporting documents, including powers of attorney and living wills, to help keep your legacy and healthcare wishes organized.
Personal Financial Planning Binder
An organizational system designed to house all your critical financial, tax, insurance, and estate documents in one central location. This physical binder helps keep your entire financial picture organized and accessible.
Ready to Get Started
Choose the way that works best for you.
Moyer Financials is a registered investment adviser affiliated with Moyer Tax Services through common ownership. See our Terms, and request the Moyer Financials LLC ADV for details on services and fees.