Tax and Retirement Planning for Professionals at Kendall Financial Services

Tax and Retirement Planning for Professionals at Kendall Financial Services Full service tax and financial planning services. Monica Shaw established Kendall Financial Services in 1988. HDVIS does not provide tax or legal advice.

She started offering bookkeeping and payroll services to a group of small business owners. At the same time Shaw started Kendall Financial Services, she also became the mom of a daughter who was born with Down Syndrome, a cognitive and developmental disability. As the years passed, Shaw’s reputation for her expertise in complex individual, small business and estate taxes grew. Her concern for her

own daughter’s future was a driving force in which she began to study all aspects of financial planning and wealth management. In 1999 she expanded her practice to include additional services of retirement planning and small business employee benefits. Shaw attended Heald College in 1984 to study the field of accounting. In September, 2006 Shaw attended Kaplan Financial Institute and received her Financial Planning Certificate. In addition to her role of President at Kendall Financial Services, she leads an active lifestyle participating in the sport of Triathlon. She uses the mental training and coaching skills learned in the sport, applying the lessons and disciplines to her business and services. Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). Please visit www.hdvest.com/social_policy for more information.

10/08/2021

These 6 things might make your next return a prime target for an IRS audit.

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10/06/2021

The reasons to may have nothing to do with your . Here are four good reasons.

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10/01/2021

Do you know how missing the best and worst market days might affect your ?

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09/29/2021

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

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09/27/2021

Three tips for giving smart from the heart.

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09/24/2021

The earlier you start pursuing financial goals, the better your outcome may be. Let this piece help you get started.

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09/22/2021

Here are a few key factors to consider when naming an executor for your estate.

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For a small business, the loss of a key person could cause financial hardship.
09/10/2021

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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In August, stocks rallied, fueled by an improving labor market, strong corporate earnings, and clarity on Fed tapering plans.

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Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

Address

1508 San Pablo Avenue
Pinole, CA
94564

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(510) 788-6681

Website

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