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Our Services

At Coonrod Financial Group, we strive to meet the specific needs for each of our customers. Our clients can save money and time by utilizing our accounting and financial services.

Services our professionals offer include, but are not limited to:

Advisory & Investment Services

  • Wealth Management
  • IRA rollovers
  • Retirement planning
  • Estate planning
  • College planning
  • Generational wealth transfer
  • Tax efficient income distribution
  • Insurance and risk analysis
  • Employer group plans

Tax & Accounting Services*

  • Accounting/bookkeeping for businesses & individuals
  • Tax preparation and planning for businesses & individuals
  • Payroll preparation
  • Preparation of monthly and quarterly sales and payroll tax returns
  • Annual preparation of W-2's and 1099's
  • New business consultation
  • Entity structuring
  • Tax forecast and projections
  • Form 990 preparation

For more information about any of our services, feel free to contact us today! We look forward to hearing from you.

*Kestra IS and Kestra AS do not offer tax or legal advice.