Shannon Donaldson's Contact Details

Shannon Donaldson's Company Details

Crystal Lake Tax and Financial

Crystal Lake, Illinois, United States • 3 Employees
Financial Services

Our goal at Crystal Lake Tax and Financial is to help protect your hard-earned assets while you prepare for your long-term financial goals and retirement. We assist our clients in identifying and working toward their financial goals, all the while designing plans to help educate our clients on their best options. We specialize in assisting successful professionals and business owners with their 4 biggest financial challenges; 1) Make smart choices with your money - don't take more risk than you need, 2) Mitigate taxes - don't tip the IRS, 3) Helping protect assets from unjust and frivolous lawsuits, and 4) Leave the legacy you want. If we're a fit, we're a great fit!Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Crystal Lake Tax & Financial and Sound Income Strategies, LLC are not associated entities. Crystal Lake Tax & Financial is a franchisee of the Retirement Income Store. The Retirement Income Store and Sound Income Strategies LLC are associated entities.https://www.sec.gov/