What We Do
At Driscoll Financial Services, LLC. we take the stress out of financial planning. Whatever your concerns are, we’ve got you covered. From short-term income tax planning to long-term retirement planning, you can find the answers you are looking for, provided in plain English and delivered with the respect and courtesy you deserve.
Financial Planning Services
The world of finances can be pretty intimidating if you don’t have the right guidance. Driscoll Financial provides a comprehensive list of services that will have you smiling in no time. We start by listening and getting to know you as a person, taking into account your thoughts, concerns, hopes, and dreams. Then, we work with you as a partner to develop a plan that will help get you to where you want to be.
Estate Planning Services
If you have ever wondered or worried about what would happen to your family if you were no longer around to take care of them, then you have an idea of how valuable estate planning services can be. We will listen to you explain your situation, responsibilities, and goals for the future and help you create a plan that will let you rest easier, knowing that those you care about will be financially taken care of.
Charitable Planning
Money can be a tool for amazing positive change, but only if it’s used wisely. If you would like to maximize your contributions to worthwhile charities while ensuring that you and your family are taken care of, we can help you to create that all-important balance with a plan that will distribute your funds for the best overall results.
Legacy Planning
Smart financial planning can do more than just improve your own life; it can create a legacy that will help generations to come. Let us help you make a lasting impact on the future.
Income Tax Planning
Millions of people across the country begin to panic when Income Tax season comes around. They scramble to get organized, read up on any changes to the tax laws, and get all of their forms together, hoping they didn’t miss anything. We can help you get control over your Income Taxes by acting proactively, putting a plan together to maximize your deductions and minimize your headaches.
Long Term Care Planning
Long-term care of those afflicted with illness or injury can be devastatingly expensive, requiring specialists, hospital stays, care staff, medication, and special equipment. We can help you to plan ahead to manage the costs of long-term care for yourself or a loved one, so that your family can focus on what really matters.
Investment Planning
There are countless choices for investing out there, and not all of them will suit everyone’s needs. We can help you explore the options that make the most sense for your situation, your lifestyle, and your goals. It all starts by listening to your thoughts and concerns and strategically planning the best options for you to choose from.
Retirement Planning
For many Americans, the thought of retirement can be pretty scary. They may have so many unanswered questions that they don’t even know where to begin. We can help you define, pursue, and meet your goals so that your “golden years” are everything you hoped they would be.
College Planning Services
As the world economy becomes more complex and competitive, college degrees are higher demand. College tuition is constantly on the rise, but there are ways to plan for your child’s education and maintain control over those rising costs.