Comprehensive
Personal Financial Planning Services:
Wealth Creation & Management
Through Independent Advice and Coordinated Strategies with your Attorney,
Certified Financial Planner & Investment professionals.
 Over
the past few years, many investors have lost substantial amounts of their net
worth as a result of corporate scandals, mutual fund scandals, and failure to
manage their assets dynamically in a changing market climate.
As Certified Public Accountants, we take personal integrity, professional
ethics and soundness of judgment extremely seriously. Our clients have relied
upon us for sound, independent advise on tax and financial matters.
To better serve our clients, we have developed strategic alliances with independent
professionals including licensed investment professionals and attorneys who can
assist in setting up retirement plans and investing in stocks, bonds,
exchange-traded funds and other securities. This allows us to offer broad-based,
coordinated advice about wealth creation & wealth management.
Personal Financial Planning - Creating
Financial Freedom!Building and preserving your personal wealth
requires specialized attention. You get one-on-one guidance and a
comprehensive financial plan that helps manage risk, improve performance, and
ensure the growth and longevity of your wealth.
We help you...
- Save enough for a comfortable retirement by identifying your
retirement needs, analyzing your assets and sources of retirement income,
reviewing estimated shortfalls, and identifying the best ways to save for
retirement given your financial situation and risk tolerance.
- Pay for your child's college education by accurately estimating
the amount of money you'll need, analyzing your assets, reviewing estimated
shortfalls and considering general alternatives and strategies to help
address these potential shortfalls, and developing an optimal savings plan
given your financial situation and risk tolerance.
- Protect your family in case of you become disabled by ensuring
you have enough money in your emergency fund and analyzing your life,
disability, health, home, and auto insurance coverage. We also review your
will and various powers of attorney designed to take care of your affairs in
the event you are incapacitated and can't manage them yourself.
- Achieve your investment goals by identifying the steps needed to
maximize your investment returns as well as the steps needed to help
minimize your risk while building increased predictability of your
investment returns.
- Leave a legacy for your heirs by maximizing the value of your
estate by saving tax dollars, professional fees, and court costs. As well as
minimizing the costs of probate, creditors, lawyers, and estate taxes, which
can negatively impact the value of your estate. We also help you stay in
control of your affairs by providing a road map for passing your estate on
to your heirs.
A financial plan's true value comes with its implementation. Let us help you
attain financial freedom by requesting a Free Consultation below.
Estate
Planning Services
Contact us with a summary of your
needs and goals and we will let you know how we can assist you.
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