Our Services

Accurate and timely accounting information is a necessity for any successful business. Junker Financial Advisors, LLC can assist you on either a temporary or on-going basis.  The size of our firm allows our clients to receive incomparable, personalized, quality service.  We offer the following:

  • Financial Planning Services
  • Tax Planning and Return Preparation Services

Financial Planning Services

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance.  Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning.  In addition to the CPA designation, Rebecca has passed the FINRA Series 6, 7 and 63 securities licenses and holds a Texas Insurance license.  Rebecca is currently licensed to offer securities in Texas, Hawaii, Kentucky, New Mexico, Oklahoma and Virginia.  We truly care about our clients and strive to form lasting relationships with each of them by providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. 

Our financial planning services include:

  • Retirement Planning - This includes handling your rollover and setting up pension or profit sharing plans.  We set up IRAs, ROTH IRAs, SEP IRAs, 401(K)s, SIMPLE IRAs and defined benefit plans
  • Estate and Business Succession Planning - We can determine your estate tax consequences and work with your attorney to devise the proper legal plan to minimize the tax.
  • Asset Preservation - Using life insurance, annuities, and long term care to help protect your assets.
  • Investment Planning - Rebecca Beard Junker is a registered representative for mutual funds, annuities, stocks and bonds. 

Look up the background of brokers at BrokerCheck.

Tax Planning and Return Preparation Services

Expertise. Peace of Mind.  These are the things that you can expect your tax adviser to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership, we can accommodate your needs for tax planning preparation.