Whether you're planning for retirement, preparing a trust, or a will.
Understanding your financial health can help you sleep at night! Our individualized approach to creating a cash flow plan starts with evaluating your assets and liabilities, identifying your projected spending habits, then estimating your future income and expenses. Together we can develop a projected cash flow by year to determine how many years your assets will last. We can also assist with legacy planning and determining the best way to leave your assets to your heirs.
In situations where you are rearranging your assets (to purchase a house, for example), we can help determine the best way to finance your project.
"We offer our clients a comprehensive service and are available to them for questions year round. We are not set up to process thousands of simple returns and we pride ourselves in getting to know our clients." - Laurel
"By working out of our home office, we feel we are better able to provide down to earth, customized service without the pretentiousness often associated with CPA firms." - Nancy
"Too often we see people drawing money out of the wrong places and triggering taxable events!" - Nancy