Personal Finance Services

Both life’s everyday happenings and its monumental events are easier to deal with if you don’t have to worry about money.  Your AKM CPA can help you plan ahead:

  • Cash flow monitoring and budgeting so you know what you have, what you can spend, and where you should spend it.
  • Comprehensive financial planning so you can prepare for future needs.
  • Education funding for your children and grandchildren.
  • Elder and long-term care planning to keep you in control and prevent you from being a burden.
  • Estate, trust and gift planning to preserve your wealth and distribute it as you wish.
  • Family financial analysis to comprehend the big picture for every member of your family.
  • Financial statements to formally document your assets.
  • Investment planning so that you can increase the likelihood of having what you need, when you need it.
  • Matrimonial financial planning to help both partners stay financially secure.
  • Mortgages to fund one of your most important assets in an efficient, effective way.
  • Portfolio Review to make sure that your investments are living up to your expectations.
  • Property valuation so that you can be sure a purchase or sale will work out in your favor.
  • Retirement and pension planning to ensure that you get to enjoy a comfortable lifestyle even with potentially lower regular income.

Let us help you get a better handle on your finances.

Note:  Some services are provided through an AKMCG, our affiliated Registered Investment Advisor.  Others may be offered in conjunction with carefully screened third parties.