Daren J. Powers, MBA, CPA, PFS

(715) 246-7267

Agent Photo

Hello and thanks for visiting my new website. In addition to being a CPA I am a Personal Financial Specialist. I create tax-smart wealth management plans and investment portfolios by focusing on after-tax returns. After all, its not what you earn but how much you keep that matters!

As a seasoned tax professional with the knowledge of investments and financial planning, I am ready to help you craft your very own tax-smart investment portfolio. Call me today and lets get started on a plan for your financial future!

Product Offerings

  • 401(k) Rollovers
  • Roth & Traditional IRA's
  • Mutual Funds
  • Stocks & Bonds
  • Fixed & Variable Annuities
  • Long-term Care Insurance
  • Disability Insurance
  • Life Insurance

Service Offerings

  • Retirement Income Opportunities
  • Investment Advisory Services
  • Personal Financial Planning
  • Tax-Smart Investing Advice
  • Insurance Strategies
  • Business Consulting
  • Estate Tax Analysis
  • Tax Preparation

Investment and financial planning services are offered by Daren J Powers through his affiliation with H.D. Vest



 

Send Us An Email







Thank you! Oops!

Recommended Content

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?