Elizabeth Thole Merk, EA, LUTCF

Insights Financial & Tax Strategies, LLC

Send to Phone

Highlights Panel
  1. Insurance Representation
  2. IRS Representation
  3. Over thirty years of progressively responsible positions in the Industry
  4. Internationally recognized for integrated Financial and Tax Advice
Verified NAEA Member
Address:
68-1779 Pohakala Pl
Suite 1000
Waikoloa, Hawaii 96738
United States

Map & Directions

phone:
view phone(800) 356-2953
website:
Visit Website

Reference


Contact this Listing Send to my phone

Description

We offer proactive and forward facing Retirement Solutions, tax planning and financial strategies like recommendation and implementation of pension plans as one example. We offer group non-medical benefits through major carriers to firms with w-2 employees Internationally. We offer retro strategies and representation before the IRS for clients around the world from our offices on the Big Island of Hawaii.

Arranged by phone.

Serving clients nationwide through high technology and high personal touch.

Additional Information

Company Name: Insights Financial & Tax Strategies, LLC

Designations: EA, LUTCF