Retirement Planning

When it comes time to prepare for those big decisions in life, such as planning your estate and getting ready for retirement, you need to know that your advisor has you and your family’s best interests at heart. As your CPA firm, we have a unique point of view regarding your personal finances. As a result, we are able to work alongside you to be sure the decision you are making will move your family toward its financial goals, while protecting the assets you have worked hard to gain. We offer advisement services for individuals looking to make educated decisions regarding:

• Creating a retirement budget
• When to take Social Security
• Improving your retirement
• Planning your estate
• Selecting of housing options
• Making charitable contributions