I travel and/or move frequently, how can your service help me?
Great question. We are purpose built to be location independent. Our service model and technology are designed to provide you the advice you need, when you need it, wherever you are. This is of particular importance for our tax and estate services which may have considerations unique to your specific location.
Do you prepare estate documents?
Estate planning is a broad term that covers many financial activities with estate implications and also refers to specific legal documents and actions. While estate planning is an integral part of our service model, we are not attorneys and do not provide legal advice or prepare legal documents. To provide an integrated service to you, we have relationships with estate planning attorneys who are experienced in serving clients across the country. Clients often find value in our role in estate planning based on the strategic ideas we provide, the coordination of the various parties involved in developing an effective estate plan, staying abreast of changes in our clients lives that could have estate implications, and helping to implement the estate plan.
Will you prepare my taxes?
We are members of an exclusive network of advisors that has a dedicated tax preparation service available to clients in all 50 states. We can prepare returns for most individuals and small business owners. The cost for tax preparation is based on the complexity of your return and may be covered under your standard advisory fee. We’d be happy to discuss your specific tax preparation needs.
Do you meet in person?
F2 Wealth is built to serve you wherever you are today and wherever you may be tomorrow. Our technology and services are designed to make communications more complete, timely, and convenient than the traditional in-office meeting. Ok, so you are saying you don’t meet in person? If you call Cincinnati home or travel to Cincinnati, we are happy to meet in-person. If you live outside of our home base, we are happy to meet in-person should the occasion present itself.