• White Facebook Icon
  • White LinkedIn Icon
  • White Yelp Icon
  • White YouTube Icon

© 2019 Cofield Advisors | Chicago, IL. Proudly created by 773Designs

FINANCIAL SERVICES

We offer the below services and many more!
 
FINANCIAL SERVICES 
  • Cash-flow Planning

  • Investment Management

  • Debt Management 

  • Self Employed Retirement Account Set-up

  • Financial Advisory

  • Credit Consulting

 
BUSINESS SERVICES 
  • Entity Formation & Maintenance (LLC, S-Corp, Loan Out, etc)

  • Business Financial Organization

  • Business Advisory

  • Bookkeeping 

  • Payroll Services

 
TAX SERVICES
  • Tax Preparation

  • Tax Planning & Projections

  • Tax Representation

Annual Retainer Service

Our retainer services are for clients who want to build a long-term relationship with a financial planner. This allows us to provide continuous financial planning services in a holistic manner and be a one-stop shop for all your needs. 

Entrepreneur Jump Start Plan Overview

 

If you make less than $100,000 and you’re saying to yourself, “I’m not quite ready to work on a longterm basis, however, I still have a few pressing financial questions that I’d like help on. What should I do?”

 

Answer: Try our Entrepreneur Jump Start Plan 

 

This session includes:

Two 60-90 minute video sessions(Data gathering & Plan Presentation and Implementation)

 

An in-depth discussion of your 3 most pressing financial topics. Popular questions include:

•    How can I best organize my business finances?

•    Can you help lower my tax bill? 
•    How do I calculate my quarterly tax payments? 
•    Can you set up my investment account and manage my investments?
•    Can you help me with a budget or spending plan?
•    How much should I set aside for emergency savings vs. savings for other goals?
•    How do I set up a Solo 401k/SEP IRA?
•    What type of entity should I use/Can you complete the formation?

 

 

Any money spent on these plans can be put toward your Retainer Services within 3 months.

 

Cost: $1,500