who needs this service?
\n<\/strong><\/p>\n

everyone needs personal financial planning. financial planning is something we generally give away for nothing while we are getting tax information or doing year-end tax planning.<\/p>\n

why the accountant is suited to offer this service<\/strong><\/p>\n

the accountant is probably the best qualified all around to advise and guide the client. we certainly have the tax part mastered. our experience with taxes also makes us not only extremely knowledgeable in investment alternatives, but our range of clients and their continuous calls makes us a clearinghouse for real-time data about what clients are thinking and doing, and what is available in the marketplace. the accountant is called upon many times to advise clients on family budgeting and assistance in helping them plan for all stages of their life \u2013 a child\u2019s college, assisting their parents in their final years, their own retirement, the business they might want to buy or start, the possibility of an early and untimely death, and the eventuality of death.<\/p>\n

the continuing education of accountants provides much of the background that supplements our hands-on everyday experience.<\/p>\n","protected":false},"excerpt":{"rendered":"