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HOURLY FINANCIAL PLANNING WITH A CPA/CFP®
Financial planning means something different to everyone. To us, it's all about being collaborative as almost every financial plan involves working with other members of your financial service team. Here is a quick list of our practice areas:
Social Security Filing Strategies
Setting Up Medicare Supplement Plans
Investment Strategies and Reviews
Long-term Retirement Success/Fail Projections
Insurance Strategies: Life, Long-term care, Disability, Property, Casualty, and Liability
Home Purchase Planning: Down Payment Funding and Mortgage Affordability
Buy vs. Lease Analysis
Income Property Feasibility Reviews
College Savings, 529's, and Education Planning