Financial Services
Besides being the founder of Tax Express, Edward Bove has been an insurance and financial consultant for more than 30 years. Through his affiliated company, Beacon Financial Services, Ed helps his clients take control of their financial situation and prepare for retirement on a tax-advantaged basis. Ed’s goal is to enhance his clients’ understanding of how money works and help them develop a philosophy of how to best handle tax and financial situations that come up in their lives. Call our local Springfield, NJ office at (973) 218-6150 to schedule a phone or online conversation.
ED’S FINANCIAL SERVICES PHILOSOPHY:
“I take a very unique approach to financial services; I help people find money they are losing unknowingly and unnecessarily. Then we use that found money to solidify their financial future.
I believe I can better serve my clients by helping them to avoid the losses than by picking the winners."
FINANCIAL SERVICES APPROACH:
There are five major areas where people losing money unnecessarily:
- How they pay for their homes
- Their taxes
- How they fund their retirement accounts
- How they pay their children’s education costs
- How they pay for major capital purchases like cars, weddings and vacations
Once we identify those losses, we can take that newly found money to help them create a plan to plan for retirement so they can live like they do today adjusted for inflation and have their money last to their life expectancy.