Welcome to
Vincent Financial Group Inc.
Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Dan Vincent, EA, previous partner of TAXPRO, acquired North Valley Financial Services and Wayne Greenfield, EA tax firms now known as Vincent Financial Group, Inc. With the consolidation of these businesses Vincent Financial Group is able to provide the following services:
- Tax Return Preparation including
- Individual
- Business
- Corporate
- Estate
- Non-Profit
- Tax Planning
- Tax Representation
- Financial Services Including
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.