Your taxes may look like a pile of numbers to you… But when you partner with an expert in financial strategies, your tax planning picture becomes much clearer!
Learn how to reduce your taxes and so much more through another valued partner of PCMCU. Courts Financial Strategies provides assistance in educating members on tax reduction strategies, how to protect your spouse, how to plan for social security, and also how to calculate health costs in retirement.
Contact Courts Financial Strategies today, to start saving for your tomorrow.
Courts Financial Strategies LLC makes it simple to book an appointment online!
Before your appointment, be sure to review the Personalized Tax Planning and Preparation Service Checklist to allow for the most thorough and helpful review possible.
You may also call (262) 232-8080 for more information on tax preparation and planning or schedule an appointment.
Kenneth Courts | Chief Investment Manager | CFS
direct: (262)510-2226 | fax: (262)510-2226 | e-mail: [email protected]
2727 N Grandview Blvd, Suite 208 | Waukesha, WI 53188
Securities offered through Securities America Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Securities America, Securities America Advisors, Inc., and Courts Financial Strategies are separate entities.
Not NCUA Insured • Not Credit Union Guaranteed • May Lose Value.
Trading instructions sent via e-mail may not be honored. Please contact my office at 262-232-8080 or Securities America, Inc. at 800-747-6111 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. The text of this communication is confidential and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.
Investment services communicated here are not affiliated with PCM Credit Union.