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You've worked hard to meet your financial goals. However, many people find that once they have made progress toward achieving their goals, the task of managing their finances during their various stages of life becomes a daunting task. Others find that a second opinion of their progress is invaluable with respect to having financial peace of mind. We can help you with these and other personal financial management concerns.
Our team of professionals is here is provide you with a wide range of services that will help you both organize and manage your finances. The years of experience we have in this area can be an invaluable resource for you and your family.
Below is a sampling of the valuable services we provide in the area of personal financial management:
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Bookkeeping - when the day to day management and tracking of your finances becomes overwhelming, we can help with full service bookkeeping, assistance and tips and anything in between.
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Vendor payment and file maintenance - we can free up your time and simplify your life by handling vendor payments and maintain appropriate files so that any required year-end reporting can be completed accurately and efficiently.
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Cash flow planning - we can identify your sources of income and cash flow needs and help you plan to ensure that you and your family have the resources you need when you need them.
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Gift tracking and monitoring - this area is often overlooked by individuals, but can be an area with significant impacts to an individual?s overall estate tax position. We can keep track of activity and ensure that you avoid any unnecessary pitfalls now and in the future.
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Compilation of personal financial statements - we can compile personal financial statements which will present your financial position in a clear and meaningful way. Personal financial statements are often very helpful to individuals when obtaining financing or entering into a new business venture.
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Tracking and monitoring investments - who has time to track the basis of each investment on a detailed basis? Based on our experience, not very many people do have the time and others do not understand all the rules involved with keeping track of such information. But this information is imperative to ensure that you accurately report your income and gains or losses related to your investments and minimize your taxes. We can help you keep track of such information so that you can focus on the other things in life that you love.
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Personal financial consulting - in addition to the above, we can consult with you regarding other financial goals or concerns including retirement planning, saving for college tuition, maximizing your estate, purchase vs. buy decisions, pay down of debt and mortgages among others. Often time, our clients simply want a second opinion as to the reasonableness of the strategies they?ve put in place and the results they?ve had to date. Check out our Resources web page for some fun and easy to use tools to help you, and then call our office for advices tailored to your specific situation and needs.
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