In addition to traditional CPA services, our firm provides financial consultation, working with our clients to increase their net worth and then planning with them to minimize taxes.
Your "Financial Tune-up" with a traditional Portfolio Analysis
We help you gather all pertinent information, develop short and long term financial goals, and analyze your investment risk tolerance.
Asset Management Implementation
Asset management involves allocating your investment funds to specific asset classes in such a way that you maximize your expected return for a given level of risk.
Building a child or grandchild's education fund is a priority for many families today. We will help you sort through the many options available to you and customize a plan that best fits your needs and goals. By estimating expected college costs, the years until it will be needed, and the necessary annual investment, you will be ready to provide for a valuable education.
Calculate your cost of retirement, evaluate your sources of retirement income, review qualified retirement plans, and choose the most convenient distribution methods.
A personal cash analysis, which includes your net cash flow, custom budgeting, and your estimated net worth.
Estates, Gifts, Trusts, and Wills
Estimate your estate taxes, shield your assets from probate, plan gifts to reduce your taxable estate, locate all important documents, and consider a living will and power of attorney.
Protect yourself against disaster without paying for insurance you don't really need. Risk Management can help you distinguish between minor financial expenses and catastrophes--Medical, Long Term Health Care, Disability, Property and Casualty.
Buy vs. Lease
Get the most for your money by weighing all options available to you. Our experienced advisors sort through the fine print to help you make your choice.
Our firm provides a complete range of consulting and advisory services to help with the complexities of financial
planning. We truly care about our clients and strive to form lasting relationships.
Contact us to set up your
appointment today for your initial portfolio analysis and start reaching your financial goals!
Please feel free to contact us for more information about our
Financial Planning Services. Email Us
or give us a call at 305.556.0171 EXT 11. We look forward to hearing from you.