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