We offer a wide range of services in the financial industry including: retirement planning, investment management, insurance needs, and tax planning.
Tax Services
Income Tax
Our tax team is extraordinary. With our comprehensive expertise, our services are designed to provide advantageous tax treatments for your business and personal situation. By using a dynamic tax plan to minimize tax, followed up with accurate preparation of your income tax returns, we provide services that will help enhance your bottom line.
Our fees for most specific services are either a flat fee, or billed on an hourly basis. For investment management, fees are a percentage of assets under management. Before we begin any service, we will provide you with the expected fees and ensure that you understand our billing process.
Wealth Management
Andrews Advisors, Inc. and Andrews Wealth Management, LLC are the combined result of over 20 years of experience in public accounting, tax and business advisory, investment management, and financial planning. After managing an accounting practice for 10 years in South Carolina, I assumed the duties of a firm in Akron, Ohio that was established in 1967.
It became apparent with many client requests regarding investment advice that people desired a holistic service. So in 2001, we began asset gathering and financial planning as a natural complement to serve our existing clients at a higher level.
Retirement Planning
We offer a wide range of services including: retirement planning, investment management, insurance needs, and tax planning. Please select a service from the list for more detailed information.
Long Term Care
You have worked very hard to accumulate your wealth, and protecting it from an unfortunate event is part of our planning process. Insurance plans covering death, income, mortgage, education, long-term care, and any other special needs are both presented and quoted.
Asset Management
Our investment strategies are all based on the common denominator of limiting risk. Using an asset allocation unique to your situation, regular rebalancing is our primary method of account management. We use statistical and fundamental analysis to choose securities that allow for the greatest growth potential, but are also capable of providing steady income. A cornerstone of our management style is to perform an assessment of your individual tax position prior to any transaction, taking advantage of available tax benefits.