Investment, Taxation & Accounting Services in Worcester, Massachusetts
Portfolio Management Financial Focus Asset Management, Inc. offers investment advisory services that are tailored to fit our client’s needs. Whether it is long term investing, retirement planning or active trading that you are looking for, we offer a unique approach
Retirement Planning Financial Focus Asset Management Inc. enables you to make the most of your retirement by recommending and implementing strategies to help ensure the longevity of your retirement capital, assist with taxation minimization and deliver greater peace of mind up to and through retirement.
College Planning is a process that includes a variety of factors – all of which can seem overwhelming at times. It doesn’t have to be that way! At Financial Focus Asset Management Inc. we can assist you and your family with guidance and support from the day your child is born through the college years and beyond.
Medicaid planning can be a tricky avenue to navigate, but Financial Focus Asset Management Inc. is here to help. In this post, we will discuss Medicaid planning generally, and cover the two most frequently utilized Medicaid planning strategies.
Estate planning requires consideration of how your assets will be managed in the event of incapacity as much as in the event of death.
Succession Planning Most businesses are not succession ready and it is essential for owners to plan for business succession properly.
Tax Preparation Financial Focus Advisory Services, LLC offers tax consulting and preparation to individuals and closely held businesses of all sizes.
Leo has been in public practice for over 25 years preparing tax returns for individuals, trusts, and small business. He has built his practice around treating each client with the utmost respect. His clients don’t only reside in Massachusetts; he has clients all around the country.
Medicaid Trust Without Medicaid planning, generally you can only keep $2,000 of countable assets (as a single person). If you need Medicaid assistance in a nursing home. Medicaid planning allows you to preserve some of your assets as allowed by law, but don’t expect to hear about this from the Medicaid office.
Estate Trust Your estate planning should accomplish three purposes: protect yourself; protect your family; and give you peace of mind. How you do that varies, so we’ve given you some fundamentals to get started.
IRS Offer in Compromise When filing for an Offer in Compromise, the IRS requires you to file several documents in order to be considered for this type of tax settlement.
Tax planning Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Part-Time CFO Service There comes a time during the growth of a business when a significant amount of financial oversight is necessary to maintain and expand the operation. However, when small businesses reach this point, many are not ready to fork up the $100,000 salary for a Chief Financial Officer – plus commissions and bonuses.
Payroll Taxes Looking for quality payroll tax services? At Financial Focus Asset Management Inc., we concentrate on streamlining complicated tax and payroll issues facing your businesses so you don’t have to. We’re your one-stop-shop for employee compensation services, including all things tax.
Bookkeeping Every business has a legal obligation to keep records of their transactions. There is no set format that must be adhered to but at the very least records of all sales, expenses and purchases should be kept.
Aside from the obligations, keeping good records is an essential part of running a successful business.
Business Consulting Are you delivering an optimal customer experience that’s aligned with your business goals? Start by assessing the current state of your strategy, people, processes, and technology. Identify how these elements can help you achieve better business results, and power exceptional experiences. Collaborate with Leo’s Business Consulting to build a tailored, actionable plan for use over multiple phases of implementation.
Let Leo Leydon bring all of your business and family finances into focus.
Leo is a CPA, RIA and has held numerous NASD licenses including registered options principal (series 4), registered representative (series 7), principal (series 24) and equities trader (series55). Leo has been giving out financial advice and analyzing market data on live broadcast radio for over 18 years. Leo takes pride personally working on each job – there is no middle man or third party involved. If needed, he is always just an email or phone call away.Leo has over 25 years of CPA and financial advisor experience. Common services include workshops, tax preparation, tax consultations, tax filling, and financial advisement.