TerriWard.com
Title
Terri Homepage
Description
Excerpted from the website:
- 's "go-to professional" specializing in tax and financial planning services for business owners and real estate investors. She is both a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ practitioner , who integrates both disciplines into a holistic, client-centered approach towards maximizing your after-tax income and wealth.
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Categories:
- 1031 Exchange
- 401
- 401K
- 401K Rollover
- 529 Plans
- AICPA
- Accredited
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- CFP
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- Portland
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- Retirement
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- Rollover
- SEP
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- Small Business
- Stocks
- TIC
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- Tualatin
- Wealth
