Petlakh Svetlana

Insurance, Financial Planning and Tax Preparation

I help with insurance, financial planning and tax preparation, three questions that often need to be worked through together, not separately.

A life insurance policy, a savings plan for the future and a tax return rarely exist in isolation: a decision on one almost always affects the others. I look at your whole situation, not just one piece of it.

Get in touch with me about:
- Life insurance and other personal insurance
- Financial planning and savings
- Tax return preparation