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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:

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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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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How much do you need to save each year to meet your long-term financial goals?

Use this calculator to determine whether you qualify for the different types of IRAs.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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