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Financial Consulting

At Class Advisors, we’re experts at taking a step back to look at the bigger picture. We can identify problems, develop strategies, and help individuals and businesses reach short and long term financial goals.

Financial Consulting for Business

Poor accounting is frequently listed as the #1 reason small businesses fail. Another cause of failure is rapid growth and the company’s inability to keep up with extreme demand for their services and products. In any business, the numbers must work to become successful and stay successful.


Common Financial Consulting Topics

  • Business growth in relation to taxes
  • Expenses breakdown
  • Determining depreciation
  • Tax Preparation
  • Tax laws and how they affect a business

Whether you’re an independent contractor, partner, or small business owner, an unaffiliated and unbiased third party can help take your finances to the next level. Reach out to Class Advisors to save money and unnecessary frustration.

Financial Consulting for Individuals

Financial consulting for individuals can include pension investment, portfolio management, and tax planning. To give the highest quality of service, we take time to learn about the person we’re helping. The guidance we provide is detailed and thorough.