Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
Cowtown Financial Planning
Financial Services
Fort Worth, Texas 162 followers
We Don't Manage Money: We manage goals and emotions so that the financial plans we develop work best for you.
About us
Cowtown Financial Planning, LLC is an independent financial services, wealth management, and consulting firm located in Fort Worth, TX. While we work with clients nationwide, we are committed to helping families in our community thrive. We focus on families building wealth and small business owners by building comprehensive financial plans that help our clients live their best lives and achieve their goals. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Elevation Financial Group is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures www.kestrafinancial.com www.finra.org
- Website
-
http://www.cowtownfinancial.com
External link for Cowtown Financial Planning
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Fort Worth, Texas
- Type
- Privately Held
- Specialties
- financial planning, investment management, retirement planning, estate planning, risk management, succession planning, and tax reduction strategies
Locations
-
Primary
300 College Ave
Fort Worth, Texas 76104, US
Employees at Cowtown Financial Planning
Updates
-
Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:
The Basics of Medicare
cowtownfinancial.com
-
Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article. #YOLO #Millennials #WealthTransfer
How Boomers and Millennials Differ
-
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
Choosing a Business Structure
cowtownfinancial.com
-
What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.
Inflation and the Real Rate of Return
-
The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower. #StockMarket #Investing #Finance #Economy #Q2Update https://lnkd.in/ghkjm2rr
Quarterly Market Insights | Q2 2024
cowtownfinancial.com
-
Tax freedom day: the day you begin earning money for yourself. #TaxFreedomDay
Tax Freedom Day
cowtownfinancial.com
-
For many, retirement starts a new phase of life. Are you getting prepared for your new phase? #SavingForRetirement
Saving for Retirement
-
Generate income and rebuild principal. A powerful one-two punch.
Split Annuity Strategy
cowtownfinancial.com
-
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
The Cost of Medical Care