Personal Financial Planning

 Creating Financial Freedom

Building and preserving your personal financial wealth requires specialized attention. You 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 …

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Save enough for a comfortable retirement

Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

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Pay for your child's college education

Pay for your child’s college education by accurately estimating the amount of money you’ll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

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Protect your family if you become disabled

Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can’t manage them yourself.

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Achieve your investment goals

Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

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Leave a legacy for your heirs

Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your personal financial affairs by providing a road map for passing your estate on to your heirs.

Build a custom plan you can implement

A personal financial plan’s true value comes with its implementation. Let us help you attain financial freedom by requesting a Free Consultation below.

CPA Advisory Group, Inc.

Leading Small Businesses and Individuals to Success

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Dave Krebs’ new book now available

Do you wish that you could understand complex tax and financial planning concepts in simple terms? Would you like to save more money and give more money away?

Check out Save a Million, Give a Million, a new financial planning book just released by Dave Krebs, CPA.

CPA Advisory Group, Inc.
PPP for Me Me Me
PPP for Me Me Me

CPA Advisory Group, Inc.

Leading small businesses and individuals to success

Tax Services

We pride ourselves on being efficient, affordable, and of course, extremely discreet.

Business Services

We take care of the books, so you can get back to running your business.

Services for Individuals

You get one-on-one guidance to manage risk and improve performance.

Quickbooks Services

QuickBooks: Ideal accounting solution for small to mid-sized businesses.