EstateAndTaxAdvisoryGroup.com is a financial company to help with estate & tax planning
Estate Planning Website - Your Money Matters
EstateAndTaxAdvisoryGroup.com is an online business card for the estate planning firm Your Money Matters. The EstateAndTaxAdvisoryGroup.com team has been providing clients in the Sayre, Plymouth Meeting, and Clarks Summit, Pennsylvania area with exceptional estate planning, tax consultation and insurance solutions for over twenty years. Informative, professionally focused workshops and individualized consultation services are designed to offer retirees the peace of mind and confidence that comes from knowing their retirement years are financially safe and secure.
Company History
With over 30 years of dedicated estate, charitable giving, and financial advisory experience, the team of Michael R. Dinich and Michael A. Dinich have gained a national reputation as leaders in the Estate Planning industry. Their trusted, knowledgeable solutions backed by a solid record for commitment in meeting their community's needs breeds a level of confidence their clients have come to depend on. With the highest level of service to their clients, combined with a solid history of excellence, EstateAndTaxAdvisoryGroup.com is available to provide key solutions and trusted results without compromise.
Michael R. Dinich
Michael R. Dinich, a Certified Estate Planner, and Registered Financial Consultant founded Your Money Matters in 1987. As a highly qualified and trusted advisor, he has gained a national reputation as a popular guest speaker and Tax Advisory Trainer bringing a level of expertise in estate planning, charitable giving, and tax fields to retirees and tax advisors who demand expert guidance and trusted advice for their financial future.
Michael A. Dinich
Michael A. Dinich joined the firm in 1999 with a professional background as a Registered Financial Consultant and Chartered Retirement Plans specialist. He is the author of several important, fact-filled estate planning articles and heads-up workshops in the Pennsylvania area dedicated to Retirement planning strategies.
Services
The site offers a variety of informative articles covering key financial issues that provide solid advice, recommendations, and suggested proven solutions. Every article is printer friendly or email retrievable for the added convenience of off-line reading. Visitors can also browse around for the latest estate planning newsletters. EstateAndTaxAdvisoryGroup.com is also a great place to plan your finances with the available calculators or by reading the most recent financial news. The website is designed to be simple to use; it can be navigated by buttons on top of the page or on the left margin.
Retirement Services
EstateAndTaxAdvisoryGroup.com is committed to ensuring that the retirement years of their clients are exceptional years. As a member of the National Ethics Bureau, they offer the utmost in Privacy, confidentiality and integrity at all times. With diligent expertise and trusted Estate and Tax planning knowledge, guidance, and services, the team at EstateAndTaxAdvisoryGroup.com can provide clients with expert estate, retirement, and tax solutions.
Tax Center
A Tax Center area dedicated to providing visitors with timely information pertaining to Tax tips, Tax Calendars, Forms, and IRS Publications as well as a complete Glossary of retirement, financial and tax terms is always at the client’s fingertips. A Financial Newsletter with the latest Retirement information and a free retirement savings Report are available upon request, and are just a few of the added measures EstateAndTaxAdvisoryGroup.com takes to meet their clients' needs.
Requesting a Quote
A wide selection of online services, information, and tools are always available for easy access at EstateAndTaxAdvisoryGroup.com including, a Quote Request service regarding:
Financial Calculators
Easy to use financial calculator tools are always available for clients to access, including:
Retirement/Retirement savings Calculators:
- IRA Eligibility
- Roth IRA Conversion
- Impact of Inflation
- Cost of waiting
Consumer Debt Calculators:
- Home Affordability
- Loan Acceleration
- Loan Amortization
- Home Refinance
- Credit Card Payoff
- Lease vs. Purchase
Other calculator related tools for Insurance, Finances, College, Investing, Taxation, Estate, and Business needs are also available.
Contacting EstateAndTaxAdvisoryGroup.com
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Contact
- Phone: (800) 729-1564
- Click here here for the contact form
