Tax Strategies and Planning: Expert Insights from Michele Mate 00:10:00
Michelle Maton, CFP®, EA, CeFT®. My most important responsibility as a partner is to help our clients achieve their financial goals. On any given day, you will find me focusing on financial planning, tax strategies and reviews, and transition planning, which helps clients for the inevitable ups and downs in life—for better or worse. In addition, I work with the rest of our team to create more efficient client service systems and processes.
