Futurity Capital

5.0 (3 reviews)

Financial Advising, Investing, Tax Services

Closed • Closed

By appointment only

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Services - Futurity Capital

Business filing for current tax year

Individual filing for current tax year

Current year tax preparation and filing

10 More Services

Debt management

Estate planning

Inheritance planning

Investment management

Business filing for past tax year(s)

Individual filing for past tax year(s)

Past year(s) tax preparation and filing

Retirement planning

Audit and conflict resolution support

Tax planning

Futurity Capital Photos

Futurity Capital - Professional tax preparation at reasonable rates! - Financial Advising Near Me

Futurity Capital - Financial Advising Near Me

Futurity Capital - Tanina Frouge Linden, CFP - Financial Advising Near Me

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Adrian T.

9 years ago

Tanina was terrific with last minute tax services last year - our previous tax accountant closed down so we were in a bind but we were lucky to come across Futurity Capital. Taxes were done again this year and they were done promptly at a reasonable cost and with great results. Will go back to Tanina next year, too! read more

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John T.

9 years ago

First-class service all the way. Helpful, prompt, courteous, and personable. We are very pleased to have found Futurity Capital and have worked with them now for two consecutive years, and plan to engage with them for years to come. Tanina is excellent!! read more

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Deirdre S.

11 years ago

I have been a client of Futurity Capital for several years for both tax return preparation as well as tax planning and investments. I found them to be very honest, professional, conscientious and easy to work with. They will sit down with you and discuss your goals and how best to achieve them. They really listen and will explain ideas and strategies clearly. One of their features that I liked the best and found refreshing was the fact that they are independent and fee-only and that I did not have to be subjected to a hard sell of life insurance or an over priced mutual fund that I did not want or need. I would recommend their services to anyone looking for a great Certified Financial Planner or investment advisor or tax preparer. read more

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More info about Futurity Capital

(540) 441-7699
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http://www.futuritycapital.com

Services

Is Futurity Capital by appointment only?

Yes, Futurity Capital is by appointment only.

From the Business

Specialties

We are focused on helping you discover a secure financial future. In addition to investment management, we offer both hourly, as-needed assistance and comprehensive, holistic financial planning. We also offer tax return preparation. Complimentary initial consultations & portfolio second opinions. We are an independent, fee-only Registered Investment Advisor.

History

Established in 2011.

After decades on Wall Street, we created Futurity Capital to focus the financial planning needs of individuals, families and small businesses.

Meet the Business Owner: Tanina L.

About Tanina Frouge Linden, CFP® Tanina Linden has worked in the financial industry for over twenty years. She began her career at Hambrecht & Quist LLC, first as a research analyst covering Specialty Pharmaceuticals and then as an Investment Banker in the Healthcare area. She was a Vice President & Senior Investment Officer at Princeton Capital Management for many years before co-founding Futurity Capital with her husband, Bill. At Futurity, she provides a truly independent and unique approach to wealth management and comprehensive planning. Linden earned an AB in Economics from Middlebury College and a MBA in Finance from Northeastern University. She is a CFP® certificant and a member of the Financial Planning Association.

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