Fifth Third Securities - Steven Dudley

Get full-service tax preparation solutions from S & S Tax and Accounting Services, LLC. Located in Beavercreek, OH

At Spicer Wealth Management, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to understand your financial situation in order to provide you with high quality information, services, and products. Our goal is to help you along in your path to obtaining "Financial Strategies For Your Golden Years". Many of our financial strategies focus on helping you preserve assets and reduce or eliminate taxes whenever possible. We realize how important it is for you to maintain your current lifestyle without running out of money during your lifetime. We also help with legacy planning so you can efficiently transfer your assets to the people you love and care for the most while reducing or eliminating probate costs and unnecessary taxes if possible.

Our clients are Department of Defense, Federal, Business Professionals and small business owners planning for retirement or already in retirement. We are committed to assist Federal Employees in making sound retirement decisions. To this end, we developed this checklist to guide Federal Employees in planning for their retirement lifestyle.