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Seasonal Financial Planning

Clergy Tax Financial offers Seasonal Financial Planning. We all make financial decisions every day. Over time, small financial habits can have a big impact on your financial future. 

We will work with you to identify your priorities and develop a financial plan that works for you and your family. Once your financial plan has been developed, we will meet each season to make necessary adjustments and make sure you are still heading in the right direction. Schedule your complimentary consultation by calling us at (877) 336-2626.