Our History
Years of experience have prepared us to guide you through life's transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Financial Services, Tax Preparation, Insurance, Bookkeeping & Payroll
Welcome to Owen Financial Services, a full-service company specializing in retirement planning, estate conservation, education planning, asset preservation, life and disability insurance, long-term care insurance, health insurance, workers comp insurance, bookkeeping, payroll and tax preparation.
As a personal financial professional, I can:
- Help you clarify and define your goals
- Recommend solutions that fit your needs
- Deliver timely information
- Explain how changing financial conditions affect you
- Monitor your financial progress
- Make investment planning easier
- Demonstrate how your financial decisions will effect your tax situation
- Monitor your business plans
- Prepare your payroll and file all necessary reports
- Prepare your personal, corporate, partnership, trust or estate tax returns for all 50 states
Where do you want your financial roadmap to take you?
Feel free to browse my site. You'll find a variety of articles, calculators, and research reports that I hope will answer your questions or stimulate your interest. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals. I am here to help educate you about the basic concepts of financial management; to help you learn more about who I am and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit me often. Be sure to add this site to your list of "favorites" in your Internet browser. I frequently update the information, and I wouldn’t want you to miss any developments in the area of personal finance or tax.