Accounting and Financial Planning

Accounting and Financial Planning to help families and individuals generate financial independence

We provide a comprehensive assessment of your financial and accounting status by  using currently known variables to assess your current situation and assist in predicting future cash flows, asset values and retirement plans.  This includes a budget plan which organizes a families’ current financial status and may includes a detailed series of steps or  specific plans for expenditure and saving for the future.  This plan allocates future income to various types of expenses, including utilities, mortgage/rent, etc., and help to reserve income for short and long-terem savings.  

A consistent and comprehensive accounting and financial planning can also emphasize other areas such as risk management, estates planning, college, or retirement. 

Our plans can assist your family in….

Paying for your child’s college education – We accurately estimate the necessary income you will need to provide for your child’s education by analyzing your assets, reviewing projected deficits, and a study of widespread alternatives to assist in addressing the losses that may occur.  With regards to your current accounting and financial condition and risk tolerance, we help in developing an ideal plan to help you save for your child’s college education.

Protecting your family in case of unemployment or disability – Emergencies occur without notice and can be detrimental to your family’s well-being and financial status.  We can assist your family in ensuring you have enough in the event of an unforeseen tragedy.  We can review your disability and health coverages, insurance, powers of attorney, etc. intended to protect you and your family in the event that you become debilitated.  

Achieve your investment and retirement goals  – We assist you in recognizing the needed steps to help you maximize your returns and minimize your risk while building your investment returns to achieve your retirement goals.  We analyze your assets and sources of income, estimated losses and identify the most efficient way to save for your retirement based on your current financial situation and risk tolerance.

A financial plan has it’s value when implemented properly.  Let us help you obtain independence and financial protection by requesting a free consultation.

Budget Worksheet.pdf

Other service we provide

Estate Planning

DISCLAIMER:  Financial analysis for future savings are completed based on current economic situations and your current status.  Because of the changing national and world economic values, we offer no guarantee.  In order for your financial investments and future goals to be successful, it is highly recommended that your financial analysis be completed at least once a year.

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