Individuals

Individuals

Personal finances can be confusing. We can help.

Making sure that your finances are in order, and that they’re working for you involves a lot of moving parts. We’ll sit down with you, examine your full financial picture, and work on the areas that need help. We offer a wide variety of personal finance and accounting services including:

  • Financial planning – Carving out a buffer for college, emergencies, and the rest of life

  • Retirement planning – Optimizing investments for financial security while reducing tax burdens

  • Estate planning – Maximizing estate value while preparing for an expedient transfer of assets

  • Elder care – Reconciling statements, paying bills, and guarding the finances for aging clients

Let us help diagnose and maintain your financial health. Whether you’re a young person just starting out, an established family looking to cover responsibilities, or someone nearing retirement and beyond, we can tailor our services to fit your needs. And of course, we offer a full range of tax planning and preparation services for individuals, families, and the self-employed. Let us ease your financial burden and help position you and your loved ones for success.

Multiply your current annual spending by 25. This rule of thumb gives you an idea of how much money you’ll need at retirement.

Let us help make the most of your money.

Are your finances current with the newest tax laws? Let’s meet and make sure your money is working for you!

Contact Us Now