Daren J. Powers, MBA, CPA, PFS

(715) 246-7267

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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



 

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