MYFINANCIALPRO

The firm combines tax preparation and planning with investment management and insurance recommendations. Based on its public positioning, the investment side uses mutual funds and ETFs to build risk-managed portfolios, while insurance offerings likely include annuities or life products for retirement-income planning. Tax compliance work serves as the primary entry point for new client relationships.

No named principals appear in publicly available records. The firm does not disclose its portfolio managers, advisors, or tax professionals by name in any accessible filing or communication. This is consistent with a small or solo practitioner office where the owner operates as both tax preparer and investment advisor representative.

There is no indication MYFINANCIALPRO serves institutional clients. Its service descriptions—tax preparation, retirement planning, and portfolio management for individuals—point exclusively to a retail client base of households and possibly small business owners. No pension fund, endowment, or corporate client relationships are known.

As an investment advisory practice, the firm likely operates under a fiduciary standard on its RIA side, but without access to its Form ADV or client agreements, the specific duty cannot be confirmed. Its insurance recommendations may operate under a suitability standard rather than fiduciary, which is common for hybrid advisor-insurance practices. This dual-standard structure should be clarified with the firm directly.

The typical model for a tax-advisory hybrid is to charge separately for tax preparation—usually a flat or hourly fee—and for investment management, typically an annual percentage of assets under management. Commissions may apply to insurance products. MYFINANCIALPRO's specific fee schedule is not publicly disclosed, and prospective clients should request its Form CRS or advisory agreement for a complete fee breakdown.