Tax Advisor
Sean GatesCFP®, EA
15+ year Wealth Advisor helping hundreds of families plan for their financial future. Particular expertise in in-depth tax planning/filing. Believer in low cost widely diversified index funds. Have been using ProjectionLab since it first started. I also have experience with every other retirement planning software.
Ideal Clients
Retirees
Business Owners
Military & Veterans
Focus Areas
Tax Planning
Retirees
FIRE Planning
Pricing
Flat Fee
$3k - $10k as needed per year basis.
Availability
Accepting new clients
Credentials
CFP®, EA
Business
Sean Gates
Location
Alexandria, Virginia, United State of America
Meeting Options
Remote
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