AKM Services For Individuals

Few topics generate more emotional responses from people than money. This is not without good reason: a sense of financial security is essential to an overall sense of well-being. When you have to worry about money, little else seems to matter. On the other hand, when you know where you stand, you can concentrate on the more important things in life.

Over the years AKM and its affiliated companies haves developed expertise in nearly every aspect of personal finance management, including financial planning, portfolio review and management, risk management and tax planning and preparation. We collaborate closely with our clients’ other advisors and have developed deep, strategic partnerships with investment advisors, bankers and risk management experts.

Executive and Family Office Services

  • Personal Payables Manager
  • Business management (for entertainers and high net worth individuals)
  • Family Financial Services
  • Asset protection planning
  • Personal concierge services

Personal Finance Services

  • Cash flow monitoring and budgeting
  • Comprehensive financial planning
  • Education funding
  • Elder and long-term care planning
  • Estate, trust and gift planning
  • Family financial analysis
  • Financial record-keeping
  • Financial statements
  • Investment planning
  • Matrimonial financial planning
  • Mortgages
  • Portfolio review
  • Property valuation
  • Retirement and pension planning

Personal Risk Planning and Mitigation Services

  • Risk assessment
  • Individual insurance review (life, medical, disability, long-term care, property and casualty)
  • Insurance planning and selection

Personal Tax Services

  • Federal, state and local tax preparation
  • FBAR compliance
  • Multi-state compliance
  • Tax planning (including charitable donation and tax reduction strategies)
  • Representation at tax examinations and IRS audits
  • Offers in compromise