The new year is well under way with a GOP-led federal government and taxpayer expectations of an extension of the Tax Cuts and Jobs Act of 2017 (TCJA). https://buff.ly/3XqbKzw #Taxes #TCJA #CPA
Worley Erhart-Graves Financial Advisors, Inc.
金融服务
Indianapolis，IN 327 位关注者
With Knowledge Comes Confidence.
关于我们
With Knowledge Comes Confidence We are a women-owned firm delivering sophisticated financial planning, investment management, and tax preparation services powered by our intellectual capital and empathy. Worley Erhart-Graves Financial Advisors is built on integrity. Our CERTIFIED FINANCIAL PLANNERS? are held to the highest standard of excellence. Planning your financial future can be intimidating and scary. You may not know where to start. But the last thing you need is to worry about finding a financial advisor you can trust. When it comes to ethics, CFP? professionals must uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. For more information on CFP? professionals, please visit www.cfp.net. As an independent fee-only financial planning and investment services firm, our approach is personalized, detailed, and realistic. We know every journey can have unexpected diversions and rewarding side trips. Our goal is to help you become financially prepared, not only for the obstacles encountered, but for the opportunities. Worley Erhart-Graves Financial Advisors is prepared to provide you with smart, individualized financial advice based on your unique needs.
- 网站
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https://wefinancialadvisors.com
Worley Erhart-Graves Financial Advisors, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Indianapolis，IN
- 类型
- 私人持股
- 领域
- Comprehensive Financial Planning、Investment Management、Retirement Planning、Estate Planning、Medicare and Social Security Planning、Education Planning、Insurance Planning、Cash Flow Planning和Credit Freeze
地点
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主要
获取路线
3500 DePauw Blvd
Suite 1035
US，IN，Indianapolis，46268
Worley Erhart-Graves Financial Advisors, Inc.员工
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Ken Hall
Administrative Assistant at Worley Erhart-Graves Financial Advisors, Inc.
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Tabitha Williams
Director of Investment Operations at Worley Erhart-Graves Financial Advisors, Inc.
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Paige Adkins
Investment Support Specialist at Worley Erhart-Graves Financial Advisors, Inc.
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Bonnie Struck
Retired from Worley Erhart-Graves Financial Advisors
动态
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? We’re so excited to see everyone at the event tomorrow! Join us for a morning of fun as we decorate delicious cookies and shop from fantastic women-owned businesses and drink mimosas—all while supporting the @RonaldMcDonaldHouseCharitiesofCentralIndiana. It’s a wonderful opportunity to support local entrepreneurs and make a difference for families in need. Let’s create sweet memories together for a great cause—see you there! ?? #RMHCCINBunch2025 #FinancialPlanners #CommunitySupport #MakingADifference
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When should I extend my tax return? The tax deadline is approaching, and you may not have all the documents you need. Whether you are waiting on a K-1 or just simply need more time gathering your documents, you can file an extension on your return. Please remember, the extension only extends the return, it does not extend the payment due date. If you expect to owe the government this year, it is best to estimate your tax due and make a payment along with your extension to minimize penalties. #Taxes #IRS
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This year marks a significant milestone – our 25th anniversary! https://buff.ly/3XLpN2T #Anniversary #SilverAnniversary #FinancialPlanners
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?? Happy International Women's Day! ?? At Worley Erhart-Graves Financial Advisors, we believe in celebrating the incredible achievements of women across all sectors and advocating for gender equality. Today, we honor the strides women have made in social, economic, cultural, and political realms, while also recognizing the work that still needs to be done. Join us in our commitment to empower women in finance and beyond, fostering an inclusive environment where everyone has the opportunity to thrive. Together, let's continue to break barriers and inspire future generations to dream big! #InternationalWomensDay #WomensEmpowerment #GenderEquality #WorleyErhartGraves #IWD2025 #AccelerateAction
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Here are three things to address in the few years before retirement to help with the timing decision and transition. https://buff.ly/3QD57FY #Retirement #RetirementPlanning #FinancialPlanning #Finances #FinancialFreedom
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?? Happy Birthday, Paige! ?? #HappyBirthday #CelebrateYou
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?? Last chance to secure your spot for this FREE workshop! Join us for Budgets and Brews: Budgeting Basics, Credit Scores, and Paying Off Debt on Wednesday, March 5, 2025, from 6:00 - 7:30 p.m. @FieldBrewing in Westfield, IN! ?? If you're a recent grad, a young professional, or simply looking to refresh your budgeting skills for the new year, this workshop is perfect for you. Learn essential tips on budgeting, improving your credit score, and strategies for paying off debt—all in a relaxed setting. ??? Final day to register! Don’t miss out—click here to secure your spot: https://buff.ly/4hPjhzH Let’s take control of our finances together! ??? #Budgeting #CreditScores #PayingOffDebt #FinancialLiteracy #FinancialFreedom #FieldBrewing
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?? Happy 1-Year Anniversary, Shane Fagan! ?? Your hard work and dedication have not gone unnoticed. Here’s to many more achievements and continued success ahead! ?? #Anniversary #PortfolioManager #SuccessStory
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