Amy Rose Herrick, ChFC

Ride the Wave to Financial Success with Professional Tax Preparation

Amy Rose Herrick realizes your financial ride is full of smooth times, but also crashing waves.

Has your life felt like a roller coaster?  Your dizzying ride of life could include twists and turns for all kinds of reasons like: unexpected job losses, overcoming losses from storm damages, health issues, increasing debts, new business endeavors, children being born or departing for college, juggling responsibilities with aging relatives, receiving inheritances, promotions, relocation, choosing between retirement plan options, retirement income stream planning and so much more.  

You need dynamic tax preparation services that will assist you in riding over those waves with confidence and ease. 

When was the last time your tax professional discovered hidden deductions, or had a detailed conversation with you other than to drop off and delivery? You deserve more!

You deserve a proactive tax professional who is dedicated to innovation, accuracy, and keeping more of your hard-earned money in your hands and not lost to taxation needlessly from poor tax planning. I offer:

Comprehensive Tax Filing

• Seamless assistance in preparation and filing of federal and state tax returns
• In-depth help for all the forms relevant to your situations so that each detail is covered

One-on-one meeting 

• In person meetings to better understand your personal financial situation and what might be better suited structuring for your tax needs
• Thorough reviewing of all your financial documents with a lens for potential deductions and credits.

Maximize your Deductions and Credits

• Thorough analysis that generates results based on your potential deductions and credits.
• Strategies to maximize your tax benefit-and perhaps even increase your refund ability using more of those previously missed financial breaks.

Tax Planning for the Future

• Insightful recommendations on tax efficient strategies as you ride the waves of life.
• How to contribute towards your retirement, invest and save taxes, keeping your financial ship steady .

Year-Round Support

• Access to a professional who can help answer your questions and provide quick responses beyond tax season, along with acting as your financial lifeguard when needed.
• Updates on new tax legislation that will influence your future filings - stay ahead of the tide.

Why Choose Amy?

By holistic practices, my strategies morph into something you need to succeed. At Amy Rose Herrick, you have met your missing “Financial Captain” who is committed to your financial peace of mind and the knowledge to help secure your financial future. 

Let us navigate the calm waters and stormy waves to your financial success together!

Get Started Today! Contact Amy now for a personalized consultation. You will only regret not meeting with her sooner. 

Call Amy now to schedule your appointment at (785) 224-8954 or use the link below to schedule a call.

Book your FREE initial 15 minute ask your questions consultation with Amy by clicking here!

Essential Guides for Empowering Relationships and Financial Mastery

Are you ready to transform your personal and financial life? Dive into our growing collection of insightful books under the “Money With Amy” series titles to guide you through life’s pivotal moments. Whether you are navigating love, marriage, or managing your finances, Amy has your needs covered. 

Authored by Amy Rose Herrick, ChFC, these initial 13 transformative titles offer the wisdom and tools you need for lasting success and fulfillment. Additional titles will be added regularly. Most titles will include a free audio version with purchase.

Shop the complete series of Kindle, paperback and hardcover editions available at Amazon.com

Shop the "Money with Amy" series Now!

Discover Your Perfect Business Companion Guide:

Self-Employed Taxes: Unleashing Schedule C Deductions
Master your tax deductions and unlock potential savings to empower your business journey. 

Smart Money Moves: Mastering Replacement, Irregular Expense, and Property Ownership Budgets
Take control of your finances with practical strategies for budgeting and financial planning, ensuring a secure future.

The Profitable Entrepreneur: 16 Ways to Retrain Entrepreneurs Using Mindset, Time Management, Leveraging Your Resources and Enjoying More Business Travel Inexpensively
Unlock your entrepreneurial potential with proven strategies for building a profitable business while managing your finances effectively.

How to Identify a Qualified Advisor
In what can feel like an endless horizon of financial guidance choices, finding the right advisor can feel like searching for a needle in a haystack. Fear not, for "How to Identify a Qualified Advisor" is your beacon of light in this intimidating landscape. This invaluable book is your roadmap to confidently navigating the complexities of advisor selection.

Discover Your Perfect Book Companion Guides in Navigating Relationship and Money For Hetrosexual Couples:

Knowing Your Life Partner: 25 Questions to Ask and Answer
Strengthen your relationship through open dialogue and discovery with this essential guide.

Remarriage: 25 Questions to Ask and Answer
A thoughtful guide to navigating the unique complexities of remarriage, offering essential questions to foster understanding and connection.

Marriage After Retirement: 25 Questions to Ask and Answer Before You Marry
Ensure a fulfilling marriage in your golden years with guidance tailored for couples embarking on this new chapter.

Discover Your Perfect Book Companion Guides in Navigating Relationship and Money For Lesbian Couples:

Knowing Your Lesbian Life Partner: 25 Questions to Ask and Answer for Lesbian Couples in Their First Long-Term Relationship
Lay the groundwork for a successful partnership with insightful questions designed for lasting love.

Lesbian Remarriage: 25 Questions to Ask and Answer for Lesbian Couples Before Remarriage
Empower your remarriage journey with thoughtful discussions tailored for lesbian couples.

Lesbian Marriage After Retirement: 25 Questions for Lesbian Couples to Ask and Answer Before You Marry
Navigate the joys and challenges of marrying in your senior years with this comprehensive guide.

Discover Your Perfect Book Companion Guides in Navigating Relationship and Money For Gay Couples:

Knowing Your Gay Life Partner: 25 Questions to Ask and Answer for Gay Couples in Their First Long-Term Relationship
Build a resilient foundation for your partnership with essential questions that foster deep understanding.

Gay Remarriage: 25 Questions to Ask and Answer for Gay Couples Before Remarriage
Navigate the unique challenges of remarriage with confidence through meaningful discussions and insights.

Gay Marriage After Retirement: 25 Questions for Gay Couples to Ask and Answer Before You Marry
A heartfelt guide for couples entering marriage later in life, filled with essential questions to strengthen your bond.

Why Choose These Books?

• Expert Guidance: Authored by a Chartered Financial Consultant (ChFC) with years of experience, each book is designed to provide actionable insights tailored to your unique circumstances.

• Comprehensive Coverage: From love and relationships to mastering personal finance, our collection addresses a wide range of topics to help you thrive in all aspects of life.

• Empower Your Journey: Whether you’re entering a new relationship or navigating complex financial decisions, these books serve as your trusted companions.

Special Offer!

For every purchase any of the titles and gain access to exclusive audio versions. Plus, as a thank you for joining our literary community, you’ll receive a special gift when you leave a review on Amazon.

Start Your Journey Today!

Don’t miss the opportunity to transform your relationships and financial well-being. Secure your copies now and unlock the doors to a fulfilling life!

Shop the "Money with Amy" series Now!

Are you ready to take control of your future finances?

Our Comprehensive Day-to-day and Estate Financial Planning Service provides a holistic management of your finances so that you effectively realize your goals in life and protect your legacy.

What We Provide

This comprehensive service combines all the critical day-to-day financial planning with comprehensive estate planning. It gives you a roadmap for success through all stages of life.

Key Components Include:

Personal Financial Assessment

• Assess your current financial situation in depth, including your assets, liabilities, income, and expenses. 

• Define short-term and long-term specific objectives for your needs.

Asset Titling Optimization 

• Advice on how to title assets the right way in order to maximize tax effectiveness and implement estate planning.

• Asset Defense and the risk minimization

Entrepreneur Transition Planning

• Aiding individuals who are in the process of leaving their W-2 job and joining the entrepreneurial line of business. This includes cash flow management and appropriate business advice for your chosen endeavor..

• Establishment of a complete financial plan, which shall reflect your new venture needs

Home Acquisition Affordability and Qualifying 

• Can you afford home ownership just because you qualified for a loan?

• Would a rental unit on the property be beneficial to you?

Rental Properties- Do you own a: 

• Cash cow generating money consistently?

• Wallet draining black hole?

• Do you need help evaluating whether a property is an asset or a hidden liability?

Debt Restructuring Solutions

• Review of the current debt situation and upcoming dent load increases.

• Suggestions to reduce interest costs and structuring.

Investment and Retirement Planning

• This investment strategy is pursuant to your financial goals and your own risk threshold

• Retirement planning ensures your security in enjoying a lifetime, steady income in the future

• I retired from managing portfolios after 25 years. I do help with the most advantageous assets tiling, beneficiary designations, income stream planning etc. I offer limited investment solutions that do not include stocks, ETFs or mutual funds. I work with your current advisor with my tax and estate focus, I do not compete against them.

Estate Planning Services

• Create wills and trusts when appropriate that reflect your wishes, while maximizing tax benefits. I work with your attorney to structure these documents from the other side of the table. The implementation side.

• Structuring Power of Attorney and related documents with well thought out contingency plans is a must.

• Medical Power Of Attorney Asset protection should be part of your estate planning strategies too.

• Many adults are in denial about the costs of long-term care and how it affects estates and care options. We will address that too.

• Do you have appreciated assets such as business interests, real estate or stocks and hate the thought of selling them and paying outrageous taxes? Then we need to talk about how you can structure the sale prior to signing any documents to create tax deductions instead of liabilities, provide a lifetime income stream for one or you and your partner and so much more!

Tax Free “Personal Pension Plans” That Are Not Tied To Any Employer Needs bullets

• Are you worried about having an adequate income stream in retirement?

• Are you unable to secure a meaningful pension in your career choice?

• Does the thought of relying on others for your financial future seem unwise?

• Now is the time to call Amy and educate yourself about this option.

Continuity 

• Reviews of your financial plan periodically to reflect changes in your life or market conditions that may require you to adapt.

• Always ready for a  trained experts' time on questions, updates, and changes.

Why our Service?

• Holistic solution: Seamless integration of your day-to-day financial management with your long-term estate planning.

• Tailor-made Solutions: Services are formulated with your unique personal finance situation. You'll be guided in a way best to suit your needs

• In-depth Expertise: Consult professional financial planners passionate about assisting you to fulfill your goals and have peace of mind.

Take the First Step Today!

Your dreams deserve a solid foundation. Let Amy support building a secure future for you through her unique Comprehensive Day-to-Day and Estate Financial Planning Services.

Call Amy now to schedule your appointment at (785) 224-8954 or use the link below to schedule a call.

Book your FREE initial 15 minute ask your questions consultation with Amy by clicking here!

Secure Your Family's Future with Holistic Life Insurance Planning

Some people believe that they do not need life insurance… until it is too late.  You may be thinking you need coverage only when you are raising a family, buying a house, or perhaps retiring in the not-too-distant future. That is not true! Life insurance is needed for many different life stages that can overlap.

Life insurance must be one foundational aspect of your overall financial plan and generational wealth building strategy. With the right coverage, you will assure that your loved ones are protected from all that life sends your way and other riders may be beneficial to protecting you against long term illness income interruptions and long term care expenses to name a few other possibilities.

When is the right time to buy life insurance? Before you need it! Work with Amy to find the right fit for your needs.

Understanding Your Coverage Needs

The process begins by providing a Personalized Insurance Assessment. This will include a review of your current financial situation, identifies personal risks, and determines the types and amounts of coverage that are required for total protection. Ownership and beneficiary structures must be addressed too. 

Amy will take the time to understand your unique circumstances, and guide you to the most suitable coverage recommendations.

Choosing the Right Policy

Life insurance is not a one-size-fits-all.  Amy offers professional Life Insurance Planning to help point the way toward securing the correct policies for your family's future. 

Together we can examine your coverage choices, including term, Whole Life, Indexed Universal Life and Universal Life policies. 

It is important to design coverage to meet your personal needs to protect and provide for your family while separate policies may be needed to protect your business partnership interests.

Whether you are searching for short-term security or long-term investment purposes, Amy’s expert opinion will help you make the best financial decisions.

Income Protection

Life is unpredictable, and that is why Disability Insurance Recommendations are so important. Amy will give you precise information about coverage that protects your earnings in case of unexpected illness or accidents that will prohibit you from earning a living. 

Securing disability coverage allows you to have an income, when most needed, to allow you to concentrate on regaining your health. 

Planning for the Future - Long Term Care

Now, let’s think about having a plan for your long-term health and financial security. Amy, your go to professional, will guide you to understand how important long-term care expenses planning can be to your well being whether you decide to self insure liquidating assets systematically to pay for care.

You may decide after exploring your options to secure insurance to help with these expenses when it comes to preserving accumulated assets and to fulfill your wishes for generational wealth transfers at your death.

Ongoing Support and Peace of Mind

One of the features Amy emphasizes is Ongoing Support and Policy Reviews. Life changes, but so do your insurance needs. 

Regular reviews of policies ensure that your coverage evolves with changing circumstances. On top of that, you have continuous support regarding any queries or updates on your coverage options.

Take Control of Your Future

Don't wait for something unexpected to happen to act in haste. Secure your family's financial future by getting a head start. Whether you are looking to buy life insurance for the first time, review and possibly replace your current life insurance policies, Amy can assist you with a level of expertise and compassion.

Contact Amy@AmyRoseHerrick.com today for more information about  life insurance planning or to schedule your own personal assessment. 

You can rest assured you are in good hands and that the future won't hold any unpleasant surprises, because with the right support, you have full security in knowing that you and your loved ones will be taken care of. 

The road ahead to financial security starts with reaching out to book your appointment today at (785) 224-8954.

Call Amy now to schedule your appointment at (785) 224-8954 or use the link below to schedule a call.

Book your FREE initial 15 minute ask your questions consultation with Amy by clicking here!