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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
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

 

 
Services and products are offered through Courts Financial Strategies