Services for Individuals
Building, planning and preserving your personal wealth
Personal Finance Planning
Building and preserving your personal wealth requires specialized attention. At CPA Advisory Group, we offer get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
We can help you save enough for a comfortable retirement, plan for major expenses such as college for your children, achieve your investment goals and leave a legacy for your heirs,
Of course, a financial plan’s true value comes with its implementation. Let us help you attain financial freedom. …
Elder Care
As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.
You could take care of their day-to-day financial tasks yourself, if you have the time and live nearby. But if you don’t, you may want to consider hiring a professional to help.
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your parent’s or grandparent’s best interest. …
Estate Planning
Estate planning on your own can be complicated and costly. And the list is endless … state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRAs, 401Ks, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
We can help. Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we’ll be there with you. …