Our Services

Financial Planning

 

We offer fee-only financial planning, including advising on:

  • Comprehensive Financial Plans

  • Investments

  • Retirement

  • Tax Planning

  • Financial Independence

  • Insurance

  • Saving for College

  • Budgeting

 

We offer flexible delivery models depending on your needs. We offer comprehensive financial plans, retainer-based continuing consulting, and hourly-billed consulting.

 

Taxes

 

Mullaney Financial & Tax provides an array of tax services, including:

 

  • Tax planning to structure retirement savings, investments, and businesses 

  • Tax return preparation for individuals and small businesses

  • Representation before the IRS and state tax agencies

 

Got a tax question? Want to do some tax planning? Worried about an IRS audit? We would love the opportunity to help you with all your tax needs.

Investment Management

 

We partner with Betterment to offer clients a platform for their investment needs, including equity and bond funds. Clients have flexibility - self-direct your investments or have us do it. 

 
 

Retirement

 

Retirement planning can be challenging whether you are in your first job or you just retired. Mullaney Financial & Tax helps clients plan to get to retirement and manage their finances in retirement. 

Inheritances

 

The death of a loved one is challenging. Managing an inheritance is an additional challenge. At Mullaney Financial & Tax, we work with clients to handle inherited assets and manage the tax challenges that come from inheriting retirement accounts (such as 401(k)s and IRAs), real estate, and investments.

 
 

(c) Mullaney Financial & Tax 2019.