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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

Are You Prepared for the High Cost of Dying?

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

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Disability Income Insurance

How much Disability Income Insurance do you need?

Tax-Deferred Savings

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

Lifetime Earnings

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

Savings Goals

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

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