Amy Hlavacek
Director at Fi3 Financial Advisors, LLC
- Role
- Director at Fi3 Financial Advisors, Llc
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Amy Hlavacek
I have 11 years of public accounting experience and have been practicing financial…
Experience
Director
Oct 2019 — Present · Indianapolis, IN, US
I help clients develop strategies to achieve their goals, whether that\'s saving for retirement, philanthropic planning, or establishing a plan to take care of loved ones in the future. I take the time to understand my clients needs to provide them with a customized wealth plan (retirement planning, tax planning, estate planning, investment planning, risk planning and education planning). I have extensive experience working with individuals and small business owners to create tax efficient wealth plans. Life events are not always planned, so it is important to have a wealth plan that offers flexibility to help clients stay on track to reach goals or add/delete/modify goals as needed.
Education
Ball State University - Miller College of Business
BA, MS, Accounting
1997 — 2002
Skills
- Finance
- Cash Flow
- Estate Planning
- Trusts
- Tax Services
- Estate Tax Planning
- Tax Credits
- Tax Accounting
- Financial Planning
- Gift Tax
- Llc
- Tax Returns
- Depreciation
- Tax Compliance
- Income Tax
- Fixed Assets
- Cpa
- Partnership Taxation
- Wealth Preservation Planning
- Wealth Management
- Federal Tax
- S Corporations
- Investments
- Succession Planning
- Tax
- General Ledger
- Tax Research
- Tax Preparation
- Accounting
- Retirement Planning
- High Net Worth Individuals
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