I have spent much of my CPA career advising our individual clients in the areas of retirement planning as well as estate planning. We assist our clients in selecting the investments that will assist them in reaching their investment and retirement goals, and also reflects their tolerance for risk. When it comes to the businesses, we advise them on their retirement plans. Our service consists of, but is not limited to fund selection, servicing the client, participant education and plan… Show more I have spent much of my CPA career advising our individual clients in the areas of retirement planning as well as estate planning. We assist our clients in selecting the investments that will assist them in reaching their investment and retirement goals, and also reflects their tolerance for risk. When it comes to the businesses, we advise them on their retirement plans. Our service consists of, but is not limited to fund selection, servicing the client, participant education and plan design. Plan design allows us to discuss and review many aspects of the plan, such as how much the sponsor wishes to contribute to the plan, the benefits of adding a profit sharing plan and/or a cash balance plan and/or a defined benefit plan to the mix. In addition some companies will wish to consider an Employee Stock Ownership Plan (ESOP) as a possible exit strategy, a way to sell the business to their employees or as a means of transferring the business to their children. Show less

We were the CPA for many small to middle sized businesses. By being their CPA, we were also one of their most trusted advisors and confidants. We assisted them with their day to day accounting and business operations. We were regularly called upon to provide advice, research tax and business questions and provide planning, solutions and guidance to their business. In essence, we were the de facto CFO for all of our business clients. When the time was right, we would advise them to establish… Show more We were the CPA for many small to middle sized businesses. By being their CPA, we were also one of their most trusted advisors and confidants. We assisted them with their day to day accounting and business operations. We were regularly called upon to provide advice, research tax and business questions and provide planning, solutions and guidance to their business. In essence, we were the de facto CFO for all of our business clients. When the time was right, we would advise them to establish a retirement plan, be it a SEP, SIMPLE, 401(k), 403(b), profit sharing plan, pension plan, cash balance plan, defined benefit plan, etc. For our individual clients, we provided the planning in the areas of their estate as well as their retirement. Show less

I have spent much of my CPA career advising our individual clients in the areas of retirement planning as well as estate planning. We assist our clients in selecting the investments that will assist them in reaching their investment and retirement goals, and also reflects their tolerance for risk. When it comes to the businesses, we advise them on their retirement plans. Our service consists of, but is not limited to fund selection, servicing the client, participant education and plan design… Show more I have spent much of my CPA career advising our individual clients in the areas of retirement planning as well as estate planning. We assist our clients in selecting the investments that will assist them in reaching their investment and retirement goals, and also reflects their tolerance for risk. When it comes to the businesses, we advise them on their retirement plans. Our service consists of, but is not limited to fund selection, servicing the client, participant education and plan design. Plan design allows us to discuss and review many aspects of the plan, such as how much the sponsor wishes to contribute to the plan, the benefits of adding a profit sharing plan and/or a cash balance plan and/or a defined benefit plan to the mix. In addition some companies will wish to consider an Employee Stock Ownership Plan (ESOP) as a possible exit strategy, a way to sell the business to their employees or as a means of transferring the business to their children. Show less