The OPPORTUNITY to have your very own Financial Advisor is here, and I can GUARANTEE PROFESSIONALISM, EXPERT ADVICE, QUICK RESULTS AND THE LOWEST FEES IN OUR REGION!!! Of course I'm no money bag knocking at the front door, but my thorough budgeting, debt, and tax analysis will likely save you money, increase the $$$'s on your paycheck and raise your credit score in a realistic time-frame. So let's get started... 

 

Year Around Tax Assistance

Let's say six out of the last ten new clients I've had the pleasure of financially assisting with their budget, debts, and taxes were paying too much into their Federal and State Tax System.

Did you either receive a sizable refund or owed a chunk of money in April? If either one happened, now's a good time to correct that for 2011 by projecting your taxes for the year and changing how much you are having withheld from your paycheck or you're paying in estimated taxes.

A substantial refund suggests you're overpaying taxes during the year. That's money you could have invested, saved, and used for emergencies. To reduce the size of the estimated refund, allow me to show you what changes are needed to your W-4 forms in order to likely increase your paychecks for the rest of the year or pay enough into the tax system to break-even so you don't owe as such was the case the previous year.

XNE Financial Advising is an independent, fee-only firm located in the state of Virginia that provides services to individuals & businesses on financial and business management matters with concentration of clients inside the tri-state area of Washington, DC (DC, MD, and VA) with minor concentration of other states.

Xavier Epps (founder) has many years of financial expertise through his career on Wall Street from a leading investment bank with one of the strongest equities distribution capabilities in the securities industry and an active asset management business. Mr. Epps is a Registered Representative licensee of the Securities and Exchange Commission (SEC) and the New York Stock (NYSE); Mr. Epps received his Bachelor of Science in Information Systems Management and graduated Suma Cum Laude of his class.

Sincerely,