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FINANCE CONSULTING

Experienced and Reputable Finance Consultants

Meeting with an experienced financial consultant to review your financial records, assess your business performance and give personalized recommendations is one of the best ways to stretch your income and efforts that much further. Family Tax & Financial Services is an Indiana-based team of financial professionals that offers investment management consulting and strategic risk management.


Choose a financial advisor with the tools and professional experience to provide ethical, quality advice for any financial situation. Our education and experience will give you the insights you need to make the best decision for yourself, your family, and your business. For more information about our consulting services, contact us today.

Financial Consultant Near You: Family Finance Consultants

Financial Consultants in Lafayette, IN

Navigating the present and future can seem difficult at first. However, with the help of a certified and licensed expert, you can develop a long-term plan that will build financial health and wealth that will continue deep into retirement. Our professionals help individuals and small businesses alike achieve their financial goals.


Family Tax & Financial Services works to provide individuals and businesses across the country with the best financial planning services available. Our licensed and certified consultant will fully assess your situation and come up with an effective, actionable plan to achieve your financial goals. Our financial planners will help you with:


Retirement Planning

Our certified financial planners help community members of all ages prepare for retirement. We will assess all of your accounts and cash flows to determine how much you will need to retire comfortably within the timeframe of your choosing.


401k Review

The 401k is one of the most common and revered retirement accounts available, known for being incorporated in many benefits packages and retirement plans. However, there are many options out there, and a review process is important to make sure you are investing in the best account for you.


403B Setup

403B retirement plans are similar to 401ks but are commonly offered by non-profits and government agencies. Employees can contribute to their 403B and are tax-deductible.


Social Security Analysis

Many retirees rely on social security to provide income when they retire. However, this government-run program is known for changing how much gets distributed regularly. While it is an option that will likely be there when you retire, there are other options available that you could look into as well. Our professionals will perform all of the analysis for you and help you figure out how much social security will contribute to your retirement.

The financial industry can be overwhelming for many, as regulations and best practices change regularly. However, with the help of a certified expert, you will have direct access to the most accurate and up-to-date information available. Family Tax & Financial Services for help with all your financial needs, from retirement planning to investment consultations.

Our Financial Services

Investing in Family consulting services is an investment that will help your retirement be more fulfilling and enjoyable. By thinking about retirement early, you can ensure that you get to live out the future you've always dreamed of. Family Tax & Financial Services is an Indiana-based team of experts that has years of experience abiding by all ethical standards and helping everyday individuals achieve long-term financial success.


From portfolio management to analysis and planning, our certified experts take a proactive approach to help you get the information you need. As you begin building for your future and your retirement, it's essential to work with educated professionals that will help you develop a strong plan to get there. For more information about our consulting services near you, contact our experts today!

Contact Our Certified Financial Consultants Today

Financial Consultants Near You
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