Personal Finances

Our staff of qualified professionals would like to answer any questions you may have on how we can make your life easier and better in a variety of areas. As your CPA, we are your best-positioned advisor to provide independent impartial advice on areas such as estate, retirement and insurance matters. We are familiar with your financial background and have a continuing relationship that is already in place.

Several services that we want to offer to you are outlined below.

Estate Planning
Do you have a will? If your estate (all assets less debts, including life insurance and retirement accounts) is greater than $1,500,000, do you have the tools in place to avoid any unnecessary estate taxes? Do you need an independent advisor to assist you on the complicated choices?

Retirement Planning
Are you maximizing the savings options available to you? How much do you need to save each year to retire at the age you want to?

Home PC Support
Do you need assistance with software installation or hardware setup? Do you need help getting your internet connections configured?

Rent vs. Buy Decisions
Looking for a new car and wondering whether to buy or lease? Or are you currently renting and wondering if it is time to buy a house?

Year End Tax Planning
Wondering if there is a better way to arrange your finances to lower your taxes? Or just need to know when to make that tax-deductible payment to maximize your tax benefit?

Litigation
Attorneys often hire our services to assist with divorce analysis and planning issues. Certain pension plans require a valuation of the future benefits to be derived from a plan to allow the proper allocation of the martial estate.

If you answered yes to any of the above questions, we can help! Feel free to contact Bob Porter for more information.

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