FREE Stuff

FREE Financial Plans

Do you know if you’re on track? Find out and get a Starter Roadmap. In 5 minute, complete a simple 3 step process, and be on your way to better financial habits.

COMING IN 2011 - Tax Preparation with FREE e-Filing

For as little as $14.50, you get everything - federal, state, and FREE e-filing. There are no hidden costs for additional states or forms.

Disclosure:

Both FREE Financial Plans and Tax Preparation with FREE e-Filing are offered by IAM Financial, LLC in partnership with BoulevardR.com and 1040.com. Personal information you divulge on either site is kept strictly confidential. I mention this because I am picky about divulging personal information over the web. To get the full benefit from the Starter Roadmap, there comes a point where you must set up an account. I do not receive any information until there is a user that fits my ideal client parameters, at which point, you may be contacted if I can add value. You can opt out of emails, or deny a request for service and still utilize the free software. This really is the best FREE software I’ve found and can offer to the public.  1040.com users information is completely confidential unless you would like a second opinion on your taxes, at which point, I can have your tax return data downloaded to my software for analysis. Tax services will not be offered until 2011.

For more information about these, or any other privacy issues, please call 888-283-1392 or email me at info@iam-financial.com. To view the Privacy Policies of the parties involved, see the links below:

IAM Financial, LLC’s Privacy Policy
BoulevardR’s Privacy Policy
1040.com’s Privacy Statement