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Personal Financial Planning
| Many CPAs see themselves only as tax preparers. But we
believe a critical aspect of the tax and accounting profession is about looking to the
future. |
| Personal financial planning can offer peace of mind with well
implemented planning. This could include making sure that you're not paying
unnecessary taxes, not paying too much for insurance, or that your investments meet your
needs. Most of all, start planning...stop worrying. |
| While you can get some help for these questions by using these calculators, please
know that we are ready to help or answer your questions, just contact us at (502)
969-6115. |
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Information Request
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| Email us or call 502-969-6115 to indicate
to us which of the below bulleted items apply, and then let us know how to contact you. |
| * Send service literature |
| * Send company literature |
| * Have someone contact me |
| Please be sure you include important basic information about yourself, such as your
Name, your Title and your Company (if applicable), your Address,
your E-mail, and Telephone number. |
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