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Consolidated Financial Management & Tax Service

Name: Consolidated Financial Management & Tax Service
Address: 2901 Ambleside Court, Rochester Hills, MI, 48306, US
Telephone: 248-650-0900

900 W. University Suite D
Rochester, MI 48307

Phone:

248-650-0900

Fax:

248-650-0998

E-mail:

tnicholaou @brokersifs.com

INVESTMENT PLANNING, TAX ADVISORY, & INSURANCE SERVICES

Welcome to Consolidated Financial Management & Tax Service. We invite you to visit our site where we hope to enlighten you with a thorough array of wealth preservation ideas through our tax savings and investment services.

Consolidated Financial Management & Tax Service is a full service, financial planning company serving the Tri-Rochester community providing retirement and estate planning to individuals and small businesses. Our mission is to offer our clients innovative financial strategies, in an effort to provide financial clarity, solutions, and improve their quality of life.

Making strong commitments as a Fiduciary to our clients, and building life-long relationships is the key to our success.

INCOME TAX PREPARATION
INSURANCE QUOTES

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Newsletters

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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More Newsletters

Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators