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.