Plan Performance Direct

Total One

As a valued InterOcean Capital client, we strive to serve your financial needs. We recognize the value of integrated, independent and objective advice. Servicing all your financial needs separately can result in an array of expensive relationships and a confusing collection of accounts. Our industry trend setting solution:

Total One: your Total financial needs covered by One team of advisors working for you.

What is Total One?

Total One is a first of its kind service that bundles the tax preparation services of your accounting firm and investment management services of InterOcean Capital under one fee.

Tax Preparation

Total One will take the stress out of tax season. Your annual tax return is covered under the Total One fee. You’ll enjoy the added bonus of needing to gather fewer documents come tax time. Your InterOcean Capital advisor will collect your tax documents and submit them for you.

Our CPAs stay up to date on all things tax related. We‘ll keep you informed of changes so you can nimbly navigate the financial waters to get the most out of your money.

Your accounting firm tax team draws on a wealth of experience. You’ll have access to accredited CPAs and specialists dedicated to providing excellent service and accurate tax documents.

Check out these blogs for more insight on tax preparation:

Oh no! Life changes and taxes

Tax season prep tips you should know about

What you need to give your CPA to prepare your tax return

 

Wealth Management

Total One fees include wealth management services. From retirement planning, to life insurance and investment management, your comprehensive financial strategy is managed in one place for one fee.

Want to learn more about retirement planning? Click here

Insurance and Risk Analysis

Your InterOcean Capital advisor will address your insurance needs. We’ll review your existing life, disability, long-term care, health, property and liability insurance policies to confirm you have adequate coverage—or help you find the right coverage for your unique family or business.

Want to learn more about about insurance and risk analysis? Click here

Investment Management and Planning

InterOcean Capital provides risk tolerance assessments and tax efficient portfolio management. We’ll suggest strategies to supplement retirement saving and investment solutions that are in the best interest of your financial goals.

Want to learn more about about investment management and planning? Click here

Are you ready to start bundling your tax and investment services?

Because Total One is tailored to you, it works a bit differently for everybody. Contact your InterOcean Capital Advisor to get started.

Contact Us

We like real conversations.

Are you ready to chat? One of our advisors would love to answer any questions you have and show you how Total One can work for you.

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Or Call us at 480-483-3489