Education and Retirement Planning

Next to buying a home, paying for your childrens' education may be the biggest expense you will ever incur.  You'll need a CPA to help you plan for these expenses ahead of time, or manage them as they occur.

When it comes to retirement, you may have company Pension Plans, IRAs, SEPs, 401Ks, and all sorts of life insurance products scattered across your retirement plan landscape.  But are you truly ready for retirement?  We can help you answer that question by analyzing whether your retirement finances are taxable, accessible, insured, reliable and explain to you how your investments overlap with Social Security.