Not just numbers, your future in focus!
Retire*Supplement*IUL*Index Universal Life*Safe investment*
Financial Diet Plans
What We Offer
15 min
2 hr
Distance & Signature
30 min
Policy Only
1 hr
varies per return
15 min
Free
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1 hr
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
