Blend Wealth

Blend Wealth is an independent, fee-only wealth management and accounting firm designed to: 1) Help business owners increase profit and cash flow 2) Help families grow, protect and transfer wealth Finances can be overwhelming and time consuming. Many want to: -Pay less in taxes -Understand their business / personal financials -Increase profit and cash flow -Proactively hear from their advisor and accountant -Know they're on track for their goals -Have a single point of contact for their entire financial life But it can be hard to find a proactive firm that provides financial planning, advisory, accounting and tax services. Until now, you've found us. Enter Blend Wealth. We manage your entire financial life with business and personal CFO services. Business CFO services include: START: Bookkeeping, tax planning, tax filing, monthly financials, payroll, quarterly estimated payments and business retirement plans. GROW: Fractional CFO services that include financial analysis, advisory meetings, forecasting, financial reporting + all START accounting services. Personal CFO services include: Financial planning, tax planning, tax filing, investment management, retirement planning, Social Security and Medicare planning, estate planning, cash flow, insurance planning, employee benefits, planned giving and education planning.

网站

https://www.blendwealth.com

Blend Wealth的外部链接

所属行业

金融服务

规模

2-10 人

总部

Indianapolis，Indiana

类型

私人持股

创立

2021