Advisory services are provided through FEIC Financial, Inc., a Registered Investment Advisory Firm owned by Daniel J. Rossi, 
​147 Federal Plaza West, Youngstown, Ohio 44503 · 1-800-INV-FEIC (468-3342)

FEIC Financial © 2017  |  All Rights Reserved


147 Federal Plaza W

Youngstown, OH 44503

330.746.0203

The purpose of tax planning is to discover how to accomplish all elements of a financial plan in the most tax-efficient manner possible. Tax planning thus allows the other elements of a financial plan to interact more effectively by minimizing tax liability.

​Should you be sheltering more money?  Should you be claiming more or less on your W4?  These topics and more are addressed during our Tax Planning process.

Tax Planning & Preparation