Preece Financial ServicesPreeceFinancialServices
Helping your money make sense (and dollars)
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Free • No Obligation • 30 Minutes
Who We Serve
Small Business Owners
Entrepreneurship is more than a job - it's a mindset. It's about the passion to create something new. Running a business has its ups and downs. Let us handle your finances - both personal and professional - so you can focus on growth.
Retirees
You've spent your whole life working to build your nest egg. Now how do you turn that nest egg into an income stream? A lot changes in retirement. We help manage taxes, create income and enjoy the wealth you've built.
Real Estate Investors
Already own a portfolio of rental properties or you're just thinking about getting started? Whether it's current portfolio analysis, options for new purchases, or tax strategies unique to real estate, we have the answers.
Young Professionals
How much should your down payment on your first house be? How much should you save for retirement? Which health plan is best? How can you travel more? Finance isn't one-size-fits-all. Find general tips on our blog, or schedule a chat for tailored advice.
Our Services
Fee Only Financial Planning & Investment Management
As fee only fiduciaries, we cover it all: investments, insurance, taxes, estate planning, debt & budgeting... You don't have to manage everything - we've got your back.
Fee Only Financial Planning & Investment Management
As fee only fiduciaries, we cover it all: investments, insurance, taxes, estate planning, debt & budgeting... You don't have to manage everything - we've got your back.
Bookkeeping & Payroll
Get ready for tax season, keep your employees happy, and, most importantly, maintain a thorough understanding of your business. We know you didn't start a business to do books.
Bookkeeping & Payroll
Get ready for tax season, keep your employees happy, and, most importantly, maintain a thorough understanding of your business. We know you didn't start a business to do books.
Tax Prep & Planning
Death and taxes... we can at least make one of these a little less scary! You'll have to talk to someone else about the other though. Let us make next tax season less painful.
Tax Prep & Planning
Death and taxes... we can at least make one of these a little less scary! You'll have to talk to someone else about the other though. Let us make next tax season less painful.
Not Your Average Financial Firm
Prompt Responses | Detailed Explanations | Personalized Advice
Preece Financial Services brings together a team of experienced professionals who want to help you improve your financial life - whether that's with your personal finances, business P&L, or a little bit of both.
Let's Chat
Ready to take control of your financial future? Schedule a consultation.
NO COMMITMENT REQUIRED