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INVESTMENT |
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| Retirement Services |
| • Traditional IRA |
| • Roth IRA |
| • Simple IRA |
| • SEP |
| • Individual 401K |
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| Our CPAs explore the use of current retirement
plan strategies to maximize tax-deductible contributions to fund
the business owner and key employee’s retirements. |
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| Education Services |
• ESA
• 529 Plan
• UTMA |
| Our CPAs get an overview of the financial planning
steps necessary to help clients. We prepare for the important
goal of college education planning. We cover calculation assumptions
to use for the cost, investment options, including the written
investment policy for this asset. |
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| Insurance Services: |
• Life Insurance
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Health Insurance |
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| Special Cases: |
• Develop a personal financial plan
• Create a family budget
• Develop an estate plan
• Assess annuity, insurance plan
• Advise on divorce financial settlements
• Develop savings and investment strategies
• Assess insurance needs
• Recommend college funds
• Consult stock, mutual fund
• Consult loan Services
• Consult insurance services |
