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Financial planning

 

 

 

ACCOUNTING & 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-term 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
We assist your family in ensuring you are financially sound in the event of an unforeseen tragedy. Emergencies occur without notice and can be detrimental to your family’s financial well-being. We can review your disability and health coverages, insurance, powers of attorney, etc., to ensure they protect you and your family in the event that you become debilitated.
Achieve Your Investment and Retirement Goals
We assist you in recognizing the necessary steps to 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 value when implemented properly. Request a free consultation today! Allow us to help you obtain independence and financial protection.

 

CALL TODAY! (727) 389-6612

Speak with an Accounting Solutions professional to see how we can help your business!