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[heading size=”5″ heading_class=”content_heading” heading_style=”style-1″]PERSONAL FINANCIAL PLANNING[/heading]

A professional accounting team, with extensive experience will bring you high end expert service. We take care of everything, from book keeping, archiving, accounting, tax consulting and taking care of you accounts.

Our service is highly confidential as our client list.

Why should you be stacked in administration and accounting work. We take the burden off your shoulder’s and help you focus on what really matters to get your business growing.

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[accordion opened=”false” style=”style-2″][accordion_item title=”MANAGING YOUR FINANCES”]Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.[/accordion_item][accordion_item title=”PAY FOR YOUR CHILD’S COLLEGE EDUCATION”]By accurately estimating the amount of money you’ll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.[/accordion_item][accordion_item title=”ACHIEVE YOUR INVESTMENT GOALS”]By identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.[/accordion_item][/accordion]
[accordion opened=”false” style=”style-2″][accordion_item title=”SAVE FOR A COMFORTABLE RETIREMENT”]By identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.[/accordion_item][accordion_item title=”PROTECT YOUR FAMILY IN CASE OF DISABILITY”]By ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can’t manage them yourself.[/accordion_item][accordion_item title=”LEAVE A LEGACY FOR YOUR HEIRS”]By maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.[/accordion_item][/accordion]