It is more important than ever for you to monitor your total personal financial plan to be certain that you are protected and advised in a comprehensive way. A certified public accountant is an important member of your financial planning team.
The professionals at Dabbs, Hickman, Hill & Cannon, LLP, can offer assistance with the following:
- Identifying financial goals and objectives
- Reviewing tax implications of all financial decisions
- Drafting a comprehensive “business plan” for you and your family
- Assessing net worth, earning power and financial obligations to set investment objectives
- Projecting financial status in the case of death, disability or retirement and planning for these contingencies
- Working with members of your estate planning team to draft an estate plan to preserve your assets for your family
- Follow-up review and modifications to your estate plan, if necessary