Tax Planning
Tax Preparation and Financial Planning for FirstCCU Members
We've partnered with Courts Financial Strategies to offer our members tax preparation and financial planning. Holding a Masters in Finance and Accounting, Kenneth brings an integrated approach from the perspective of both a Financial Advisor and Tax Planner. Learn what financial strategies will best fit your needs by making an appointment with Kenneth today! New clients will receive a 10% discount from what was paid to a previous professional tax accountant.
Schedule an Appointment Online
Beloit-Willowbrook
Janesville
Kenneth Courts, Chief Investment Manager, CFS
Direct: 262-510-2226 | Fax: 262-510-2226
kenneth@courtsstrategies.com
Kenneth can also help you with the following:
- 401K
- Retirement Savings
- Investments
- College Savings
- Retirement Analysis
- Retirement Income Planning
- Tax Planning
- Social Security Planning
- Health Care Cost Planning
- Estate Planning
- Insurance Analysis
- Permanent Life Insurance
- Term Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Budgeting
- Cost Reduction
- Debt Management