| If you choose an ongoing retainer relationship, your personal income tax return will be prepared and and you will be provided with professional advice year-round. By teaching you how to reduce your taxes, tax savings can often offset your annual fee. |
Star Budget provides comprehensive, holistic financial pla
to clients on a fee-only basis. Unlike most financial service providers, we sell no products and collect no commissions or hidden fees. This approach results in each client receiving only appropriate services, free from conflict of interest, and
often at a lower overall cost.  Most middle-income individuals and families work with a number of separate "advisors" who rarely, if ever, communicate with each other. One advisor prepares taxes (or the clients prepare their own), another assists in the writing of wills, another sells insurance,
Most middle-income individuals and families work with a number of separate "advisors" who rarely, if ever, communicate with each other. One advisor prepares taxes (or the clients prepare their own), another assists in the writing of wills, another sells insurance, while still another handles investments! The Cambridge alternative offers you individual, objective advice in all these areas, integrated into a single, comprehensive financial plan designed to help you achieve your goals.
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