Moser & Heier Financial Solutions affiliated with Focus Financial in 2004.
Since 1997, Moser & Heier Financial Solutions, have been helping individuals and small businesses with financial, investment and tax planning. As founding partners, Barbara Moser and Connie Heier, are both CERTIFIED FINANCIAL PLANNERS™ and Certified Public Accountants each with 20 years experience in the industry. We specialize in pre-retirement planning, retirement income and tax strategies.
We have a team approach whereby we’re available to service the needs of their shared clients. We coordinate our schedules to ensure someone is in the office and available for any questions you may have. We are both members of Royal Court, which represents the Top 50 Producers with their broker/dealer, Royal Alliance Associates, Inc.
As CERTIFIED FINANCIAL PLANNERS™ and Certified Public Accountants, we offer a full service solution to your financial needs. From tax returns to investment planning, Moser & Heier Financial Solutions can help support you through every step of your financial journey.
- Compilation & Reviews
- Business Start-Up
- Accounting Software Support – Quickbooks
- Payrool & Sales Rax Services
- Business Consulting Services
- Individual Federal and All State Returns
- Corporation & Partnership Returns
- Estate & Trust Returns
- Tax Planning Strategies
- Licensed Representation for IRS & State Agencies
- Fee-Based Asset Management
- Real Estate Investment Trusts (REITs)
- Variable & Fixed Annuities
- Stocks & Bonds, Mutual Funds, Certificates of Deposits
- College Funding
- Investment* & Retirement Planning
- Estate & Trust Planning
- Life Insurance
- Long-Term Care Insurance
*Securities offered through Royal Alliance Associates.
Lisle IL 60532