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Personal Financial Planning Services

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

Contact us if you have questions or need any assistance.

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