Personal Financial Planning

Have you or someone you know faced challenges with basic financial management?  We can help!

  • Basic Monthly Budgeting
  • Debt Review/Consultation
  • How Much Home Should You Afford?
  • Rent vs Buy
  • Home Financing Options
  • Retirement Planning
  • College Planning
  • Wealth Management

These are valid concerns. Financial planning is complicated, and you’re busy enough with everyday life. The good news is that we have answers. As a premier financial services firm, we know what it takes to make sure our clients achieve the financial independence they deserve after a lifetime of hard work.

What we do for you:

  • Develop a comprehensive personal financial plan to achieve your goals
  • Periodically review your personal financial plan as your life situation changes
  • Integrate your financial plan with your tax planning (individual and business)
  • Evaluate estate, gift tax, and trust tax strategies to preserve wealth
  • Review investment strategies (are you paying too much in fees?)
  • Evaluate investment and retirement portfolio risk (more aggressive, less aggressive)
  • Help you understand Required Mandatory Distributions (RMDs) from IRAs
  • Analyze your current budget versus your retirement budget
  • Create a retirement income distribution plan that meets your goals

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

    What our Clients are saying

    Tia Cantrell has worked for our firm both in office and remotely since 2008. She is a very qualified CPA with outstanding work habits and her knowledge in the field of accounting and tax is exemplary. Our clients absolutely love her, and we feel fortunate to have her help us each year during our busy tax season. We highly recommend Tia if you are in need of a CPA’s service.

    Outstanding work habits

    C.J. and Jane Babbit

    Very good service, professionals who know their business work, I recommend it to everyone

    I recommend it to everyone

    art4trucking

    SEE HOW WE CAN HELP:

    NEW STRATEGY FOR YOUR FINANCES