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Consolidated Financial Management & Tax Service

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

Select one of the following to request more information

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Savings Accumulation

Estimate the future value of your current savings.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Lease Payment

How much would your monthly lease payment be?

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Check the background of this financial professional on FINRA's BrokerCheck