Financial Services for Individuals

We provide customized services to meet your personal financial planning needs. Some of these include:

Personal Financial Planning

Your financial assets are important to your life, both now and in the future. We can help you increase your savings by providing you with personalized guidance and a comprehensive plan to grow your wealth while managing your risk.

• Ensure your comfortable retirement
• Provide college education for your children
• Protect your family from financial hardship caused by future unemployment, disability, or death
• Achieve your financial goals

Estate Planning

Planning your estate can be complicated, time-consuming, and expensive on your own. We can help you ensure your end-of-life preferences are respected, your assets are inherited as you intend, and your heirs are not burdened by taxes, debts, legal questions, or other avoidable concerns.

Elder Care Financial Assistance

Taking responsibility for the finances of an elderly family member can be daunting. Bill payment, income management, budgeting, and handling emergency expenses requires time that can be especially challenging if you don’t live nearby. We will customize our services to fit your needs and provide complete transparency for your peace of mind.

Forensic Accounting for Divorce Cases

Divorce is difficult. Ensuring a fair division of assets and debts doesn’t have to be. Our forensic accounting team will carefully review all accounts and finances and provide a complete report of our findings for your case.

For more information or to schedule a consultation, contact our office.