What We Offer
COMPREHENSIVE TAX PLANNING
Our team of experts is equipped with the knowledge and expertise to provide you with the best tax planning strategies to help you minimize your tax liability and maximize your savings. We specialize in tax planning for individuals and small businesses, and we are committed to helping you achieve your financial goals
TAX PREPARATION
At Cole Cares, we offer comprehensive tax preparation services for individuals and small businesses. Our Accountants are equipped with the knowledge and expertise to help you navigate the complex world of taxes with ease. We are committed to providing you with accurate and timely tax preparation services that meet your unique need.
BOOKKEEPING SERVICE
Keeping track of your finances can be a daunting task, but with our professional bookkeeping services, you can rest assured that your financial records are accurate and up-to-date. Our team of bookkeeping experts will work with you to ensure that your financial records are organized and easy to understand.
Services
We provide a variety of financial services, including Medical Supplement, Life insurance, long-term care coverage and annuities, as well as group coverage including life, disability and 401(k).
Whole and Term Life Insurance
At Cole Cares, we offer several different life insurance plans that can be customized to your specific needs. Our team will work with you to ensure that you the coverage you need to protect yourself and your loved ones.
Financial Services
Financial Services and Planning will be Customized to your short and long term goals. We will take the time to analyze and manage a plan that works for you.
Retirement Planning & Index Universal Life (IUL)
Our retirement planning service offers personalized plans to ensure that you can enjoy the life you want when you're ready for it. Let us help you structure a plan that fits your unique needs and goals.
ABOUT US
At Cole Cares, we understand that every client is unique. That’s why we offer customized tax and financial solutions that are tailored to meet your specific needs. Our team of experts is committed to providing you with the highest level of service and support, and we are always available to answer your questions and address your concerns.
AFFILIATIONS
TESTIMONIALS
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What is an FAQ section?An FAQ section can be used to quickly answer common questions about your business like "Where do you ship to?", "What are your opening hours?", or "How can I book a service?".
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Why do FAQs matter?FAQs are a great way to help site visitors find quick answers to common questions about your business and create a better navigation experience.
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Where can I add my FAQs?FAQs can be added to any page on your site or to your Wix mobile app, giving access to members on the go.
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What types of financial services does Cole Cares offer?Cole Cares offers a range of financial services tailored to meet the unique needs of our clients. Our services include financial planning, investment management, retirement planning, tax planning, and estate planning. We work closely with each client to develop personalized strategies designed to help them achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or seeking guidance on tax implications, our team of experienced professionals is here to provide comprehensive and personalized financial solutions.
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What type of financial planning services does Cole Cares offerCole Cares offers comprehensive financial planning services tailored to each client's individual needs. Our services include retirement planning, investment management, budgeting, cash flow management, education planning, and estate planning. We believe in taking a holistic approach to financial planning, considering both short-term and long-term goals, as well as the unique circumstances and aspirations of each client. In the context of taxes, we work closely with our clients to optimize their tax strategies, minimize tax liability, and ensure compliance with all relevant regulations. Our team stays up to date with the latest tax laws and regulations to provide informed guidance and support. When it comes to insurance, we help our clients assess their insurance needs, whether it's life, disability, long-term care, or health insurance, and recommend appropriate coverage options to protect their financial well-being and that of their loved ones. Our goal is to provide peace of mind by helping clients secure the insurance coverage they need to safeguard against unforeseen events.
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How do I add a new question & answer?To add a new FAQ follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Add a new question & answer 3. Assign your FAQ to a category 4. Save and publish. You can always come back and edit your FAQs.
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Can I insert an image, video, or GIF in my FAQ?Yes. To add media follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Create a new FAQ or edit an existing one 3. From the answer text box click on the video, image or GIF icon 4. Add media from your library and save.
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How do I edit or remove the 'Frequently Asked Questions' title?You can edit the title from the FAQ 'Settings' tab in the Editor. To remove the title from your mobile app go to the 'Site & App' tab in your Owner's app and customize.