Grow your Net Worth with customized, flat-fee Tax Strategy + Financial Planning

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A team of Accountants and Financial Planners dedicated to help you

Debt and Budgeting Strategy

Investment Portfolio Formation (ie- 401k)

Early Retirement Blueprint

Quarterly Meetings

Financial Plan

Tax Strategy & Planning

College Planning

Equity Comp Analysis

Employee Benefits Optimization

Custom Credit Card Hacking Strategy

HSA/Taxable Brokerage Investment Planning

Estate Planning & Inheritance Planning

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Social Security & Medicare Analysis

Real Estate Portfolio Strategy

Retirement Income Plan

Business Planning

M&A Advisory Services

Annual Update

Net Worth Growth at your Fingertips

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It started with an idea…”Why don’t more Accountants work hand in hand with Wealth Managers to help their clients build a larger net worth?”

So we did something about it. Transparent, flat-fee, and customized Net Worth Growth plans.

Buffalo Run’s team of Accountants and Tax Strategists have partnered with the Financial Planning experts at Challenge Everything Financial to provide a unique, all-encompassing financial services solution to help you grow your net worth.

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