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FINANCIAL PLANNING

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Solutions you can count on

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Get clear answers from your most trusted advisors.

Our depth of knowledge in both taxes and our clients’ financial situations, allows us as CPA’s to be well suited to creating financial plans. We understand where your money comes from – we understand your cash flow and how your businesses are doing. We are planners by nature and good listeners.

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As your accountants, we understand not only where you are today, but where you are looking to go and will work with you to help you get there. We will coordinate with you and your other advisors (attorneys, insurance agents, investment advisors, etc.) to help formulate a financial plan that will meet your needs for today and tomorrow.

Our scope of Financial Planning services include:

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Tax Planning

Estate/Gift/Wealth Transfer Planning

Retirement Planning

Risk Management and Insurance Planning

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Education Planning

Investment Oversight

Charitable Contributions Planning and Management