Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—Steve can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our Certified Public Accountant (CPA) firm offers a wide range of services to individual and business clients in Bartonville, TX and the surrounding area. Since the firm is small, we are able to offer our clients personalized quality service at a reasonable fee. Utilizing the latest technology, many of our staff work from a virtual office allowing us to keep our overhead low and charge reasonable fees.
Below is a snapshot of services we offer clients. Please note: this is a short list of some of the services we offer so please inquire about a service if you do not see it listed below.
- Part-Time CFO Services
- Small Business Advisors
- Tax Planning
- Investment Management*
- Retirement Strategies*
- Insurance and Annuity Products*
- Education Planning*
- IRS Representation
- Bookkeeping & Write-Up
- QuickBooks® setup, support, training
- Income Tax Preparation for individuals and all types of businesses
- Business Entity Selection and Business start-up services
- Payroll Services
- Sales Tax Services
- Financial Statements and Attestation
- IT consulting: ex. set up your QuickBooks file on a server in multi-user mode
*These services are offered by Steven Buchanan through his affiliation with H.D. Vest Investment ServicesSM
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Five phases to changing unhealthy behaviors.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
If you find it hard to attain personal life goals, there’s an app for that!
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Smart investors take the time to separate emotion from fact.
Here’s a crash course on saving for college.
A bucket plan can help you be better prepared for a comfortable retirement.
Making the most of surprises is a great reason to work with us.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.