Empowering Your Financial Future, Today
At Black's Financial Planning Services, we are dedicated to providing exceptional service and expert advice to help you achieve your financial goals. Our team of professionals has extensive experience in tax services and financial planning, and we are committed to staying up-to-date with the latest tax laws and regulations.
Our History
Established in 1995, Black's Financial Planning Services has a long history of providing personalized service to individuals and businesses in Peterborough, Ontario. Our team has over 35 years of combined experience in tax services, and we are dedicated to providing expert advice and guidance to help you achieve your financial goals.
Our Services
At Black's Financial Planning Services, we offer a wide range of services to help you manage your finances and achieve your goals. Our services include:
Tax Services
- Income Tax Preparation and Consulting
- Rental Income Tax Reporting
- Self-Employed Tax Reporting
- Deceased and Estate Tax Reporting
- Disability Tax Credit Application and Processing Support
Financial Planning
- Retirement and Cash Flow Planning
- Estate Planning
- Mortgages
- Investment Services
Contact-Free Income Tax Preparation
We understand that not everyone may feel comfortable visiting our office in person. That's why we offer contact-free income tax preparation services, allowing you to file your taxes safely and securely from the comfort of your own home. We have implemented a secure web portal for uploading documents and electronic signature platform for signing of documents.
Our Team
Our team of professionals is dedicated to providing exceptional service and expert advice. Our team includes:
- Jeff Black, CFP, Certified Financial Planner with over 25 years of experience
- Linda Cook, Income Tax Consultant with over 35 years of experience
- Cindy Black, Office Manager and Administrator
Allied Professionals
We have a network of allied professionals who work closely with us to provide a full range of services to our clients.
Growing and Developing
We are proud to be growing and developing our services and expertise to better serve our clients.
Expert Financial Guidance
These reviews highlight the exceptional service provided by financial advisors. Under Personalized Approach, reviewers praise the advisors for being sensitive and principled, taking into account family dynamics and visionary planning when making financial decisions.
Key Strengths
- Advisors possess in-depth knowledge of family dynamics
- They provide visionary planning for clients' financial futures
- Sensitive and principled approach to financial guidance
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