Bud Sherman Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC - Closed

Accounting Finance & Tax Consultants Jay Baxter, CPA is a full-service accounting firm, located in Oglesby, IL, that offers consulting services, financial and retirement planning, payroll services, bookkeeping and tax planning and preparation for individuals, partnerships, corporations, and LLCs. Because our firm is relatively small, our clients benefit by getting quality personalized service that is beyond comparison. We provide QuickBooks and other accounting software selection, set up, and implementation, financial statement preparation, and assist with business purchases and start-ups, sales tax and general accounting services. Additional services we provide include: • Business succession planning • Cash flow and budgeting analysis • Debt and financing services • Employee benefit plans • Financial forecasts and projections • Investment reviews • Management advisory services • Pension and profit sharing plans Whatever service you need to help you make your business run more smoothly and profitably, we offer it! Evening appointments are available. Call Jay Baxter, CPA, today for a consultation!

Our objective as a firm goes beyond saving for a goal,beyond investing for a return and beyond shaving dollars off tax returns. Our philosophy is to apply perspective to decision-making in order to help you create wealth efficiently. Our approach is to help you take control of adversity and opportunity so along the way you can focus on the people, the passions and experiences ahead of you, not the vehicles taking you there. Our objective is to efficiently organize your financial well-being while mitigating potential risks, so you and your family can pursue, realize and experience the quality of life your finances should afford.Every financial firm is unique, and we believe selecting one that aligns with your philosophies is critical to your long-term success. Now that you understand the ideals that drive our passions, let us help you organize, create, maintain and pass your wealth as you experience all that life has to offer. Our efforts are focused on high-touch financial planning and asset management for the Baby Boomer, the Transitioning Retiree and the Small Business Owner. We will only take on clients with whom we have an interest, and with whom we believe we can build and maintain a sound partnership over time. Our competitive edge must be the fusion of people, knowledge, communication and passion into an experience that is as rewarding emotionally as it is financially. Our personalized services and strategies are customized to your individual financial needs and goals.

Our objective as a firm goes beyond saving for a goal,beyond investing for a return and beyond shaving dollars off tax returns. Our philosophy is to apply perspective to decision-making in order to help you create wealth efficiently. Our approach is to help you take control of adversity and opportunity so along the way you can focus on the people, the passions and experiences ahead of you, not the vehicles taking you there. Our objective is to efficiently organize your financial well-being while mitigating potential risks, so you and your family can pursue, realize and experience the quality of life your finances should afford.Every financial firm is unique, and we believe selecting one that aligns with your philosophies is critical to your long-term success. Now that you understand the ideals that drive our passions, let us help you organize, create, maintain and pass your wealth as you experience all that life has to offer. Our efforts are focused on high-touch financial planning and asset management for the Baby Boomer, the Transitioning Retiree and the Small Business Owner. We will only take on clients with whom we have an interest, and with whom we believe we can build and maintain a sound partnership over time. Our competitive edge must be the fusion of people, knowledge, communication and passion into an experience that is as rewarding emotionally as it is financially. Our personalized services and strategies are customized to your individual financial needs and goals.