Murphy Financial Planning
Financial Services in San Mateo, CA
At Murphy Financial Planning, we believe financial planning should be accessible to everyone not just the wealthy. Our mission is to assist individuals and families with the financial issues they face. We're dedicated to assisting you plan for a brighter financial future. Whether it's a question about one facet of your finances or a need for a complete financial plan, we're ready to aid. As a fee-only advisory company, we can supply truly objective advice customized to your individual requirements. We do not sell any products or receive any commissions.
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Murphy Financial Planning
read moreAt Murphy Financial Planning, our goal is to help you make the most of the tax law. You work hard for your money and every penny counts, so why waste money on taxes you don't need to pay? I am a Certified Tax Coach as well as a CERTIFIED FINANCIAL PLANNER, and an Enrolled Agent. I have the skills and the tools to help you with all aspects of your financial life. Lauree holds a B.S. in business administration from Merrimack College in North Andover MA, an MBA from Santa Clara University and a Certificate in Personal Financial Planning from University of California, Irvine Extension.
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read moreCreating proactive tax strategies is a different type of service than preparing your tax return. I dig deeper to see if you are not only complying with the tax law, but making the most of it. These strategies are IRS approved and court tested. This is not about breaking the law or doing anything that is not completely legitimate. The fact is most tax preparers just don't have time to strategize with every client. Clients who implement these tax strategies often rescue thousands in wasted tax dollars, year after year.
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