Welcome to Berets Financial Services! I’m Lantz Berets, and I’m dedicated to your financial health.
Are you satisfied with your financial situation? Budgeting, eliminating debt, investments, insurance, and tax planning are all part of achieving financial independence. Together we’ll create a plan to help you meet your financial goals.
As an IRS Enrolled Agent, I hold the highest credential awarded by the IRS. You can be confident that your tax return will be prepared accurately, and with the greatest tax savings allowed by law. If you need help with a previous tax year, I am authorized to represent any taxpayer before the IRS, regardless of who prepared the initial return.
If you’re thinking about retirement, an Individual Retirement Account is a terrific vehicle for building your nest egg. As a Registered Investment Adviser we can work together to set up an IRA as part of your overall financial plan.
Insurance is an important part of any financial plan, to guard against the devastating loss of a family member through death or disability, or illness. Let’s talk about your insurance coverage, and if life or health insurance is right for your situation, we can fill that need here in my office.
Call today at 360-943-9592 or email at lantz@beretsfinancial.com. I look forward to helping you take that first step toward financial health and independence.
Berets Financial Services LLC is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.