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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