Accurate Financial & Tax Services, Inc.

Financial Planning Services

Some of the areas of focus and planning tools we use are listed below:

  • Financial Priority Identification
  • Pension Plans and Distributions (401k, 403b, SEP, Traditional IRA, Roth IRA, IRA Rollover and Simple Plans)
  • Long-term Care
  • Buy/Sell Agreements for Partners and Shareholders
  • Estate Planning and Preservation (Trusts and Wills)
  • Survivor Needs
  • Education Funding
  • Disability Protection
  • Mortgage Protection
  • Retirement Planning
  • Tax Deferrals
  • Lump Sum Distributions

         Personal Financial Planning

o        We work with our clients in the areas of investment strategies, tax planning, risk management and asset preservation to maximize growth but limit tax consequences.  We review retirement, business, education and other needs to be certain that their goals are attainable.

         Financial Planning for Business Owners

o        As personal financial planning advisors, we help business owners make the right financial planning decisions by analyzing their overall financial and tax situations.  We help them devise estate plans and plans for retirement and assist them in risk management, insurance planning, and developing their own investment philosophy.


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