Securing a Brighter Future
We offer a comprehensive suite of financial services to empower you and your loved ones
Who We Are
Fiducia Financial Services is a team of dedicated financial professionals passionate about helping individuals and families achieve their financial goals. We understand the complexities of navigating the financial landscape, and we're here to provide personalized guidance and support every step of the way.
our services
How We Can Help You
Tax Preparation and Planning
Our CPAs can handle everything, from basic filing to maximizing deductions and credits. We'll ensure you get the refund you deserve.
Affordable Care Act (Obamacare) Insurance
We simplify your choices. Our insurance experts will find the right plan for your budget and medical needs, including navigating Obamacare subsidies.
Life Insurance
We offer a variety of life insurance products to fit your needs, whether it's term life for temporary coverage or whole life for wealth accumulation.
Medicare Enrollment and Guidance
Don't go it alone! We'll guide you through Medicare enrollment, explain Parts A, B, C & D, and help you choose the right supplement plan (Medigap) or Advantage plan.
Financial Planning Services
Our Certified Financial Planners will create a personalized plan for retirement, education funding, and more. Schedule a free consultation and take control of your financial future.
Why Choose Fiducia?
Experience the Fiducia Difference
Personalized approach
We tailor our services to your specific needs and goals.
Deep financial expertise
Our team stays informed about the latest tax laws, insurance options, and financial planning strategies.
Commitment to client satisfaction
We go the extra mile to ensure you understand your options and feel confident in your financial decisions.
FAQS
Can you help me simplify my tax filing?
Absolutely! Our tax professionals can handle all your tax needs, from basic filing to complex deductions and credits. We'll ensure you claim every benefit you're entitled to and maximize your tax refund.
What is the Earned Income Tax Credit (EITC)?
The EITC is a tax credit that is available to low- and middle-income workers. The EITC can reduce your tax liability or even give you a refund, even if you owe no taxes.
What should I do if I am audited?
If you are audited by the Internal Revenue Service (IRS), you should contact a tax professional immediately. A tax professional can help you understand the audit process and can represent you before the IRS.
How do I find the right health insurance plan?
Navigating the Affordable Care Act can be overwhelming. Fiducia's insurance experts will walk you through your options, considering your budget, medical needs, and subsidy eligibility. We'll help you find a plan that provides the coverage you need at an affordable price.
What life insurance options do you offer?
We offer a variety of life insurance products to ensure your family's financial security in your absence. Whether it's term life for temporary needs or whole life for wealth accumulation, our advisors will find a plan that fits your specific goals and budget.
How can I plan for a secure financial future?
We understand the importance of careful retirement planning. Our financial advisors will help develop a personalized investment strategy, analyze your social security options, and ensure you're on track for a comfortable retirement.
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