Bleidorn Tax & Investment Services has a unique structure as a local combination CPA & Fully independent, Fee-Only Fiduciary Investment Advisory firm, offering special advantages to clients: 

• Objective, professional advice from a fully independent local Certified Public Accountant (CPA) who invests his own money alongside client funds, not a large sales-based financial corporation owned by shareholders. The advisor receives no commissions, prizes or other types of payment for recommending products-all revenue the firm receives is paid directly by clients themselves so there are no 3rd parties influencing decisions between advisor & clients.

• Customized consulting where most clients save thousands of dollars or more each year. Investment Management & Advisory, Spreadsheet generation, Financial decision analysis, and Tax Planning & Analysis from the owner of the firm every time, not from sales staff with potential financial conflicts of interest. Higher efficiency planning, products & targeted advice leads to more savings & better financial results for clients over time.

• Freedom to select from thousands of low-cost & institutional investment products to meet your needs. No company biases due to compensation incentives for selling certain products. Only you, the client, compensates this Fee-Only Fiduciary advisor.

• Knowledge of Tax ramifications for investment transactions (IRA, Roth IRA, SIMPLE IRA, Variable Annuities, 401(k), 457, 403(b) and other tax-favored accounts can be consulted on) and the ability to handle individual tax returns in addition to investment management side by side for maximum efficiency by the same CPA advisor.

• Personal Availability & Responsiveness as needed-no holds, robots or phone menus to navigate.

• Money Mentor emphasis stresses understanding & enables clients to take more control of their financial lives, not keeping clients dependent and confused about the investment terminology & process as with many sales-based, financially & ethically conflicted organizations.

• Lower fees than most Broker-Dealer/Non-Independent firms of 1.60% of Assets Under Management for household accounts of $500,000 or more (greater discounts for larger accounts) includes annual CPA tax return preparation & any tax/financial/retirement/estate planning & consulting services over time as needs arise. No additional fees for tax returns or other consulting for ongoing investment management clients. The same 1.60% price covers both ongoing investment management & tax returns each year with any related consulting time included at no hourly charge.

Other consulting services with free estimates are available for customized hourly projects you'd like to work on based on $300/Hour for any Investment/Financial planning/Tax return/Business setup consulting, etc.