At BRM Professional Corporation, personal financial planning is a natural extension of our tax and accounting services. Many of our personal and business clients appreciate being able to handle all of their financial affairs at one office.
We are available to help you:
- Clarify your personal and financial goals.
- Assess your current financial position by reviewing your assets and liabilities, income and expenditures, insurance, investments, and estate plan.
- Devise a comprehensive plan to reach your short- and long-term financial goals.
- Put your plan into action and track progress toward your goals.
- Do you have enough savings and liquidity?
- Are you under or over insured?
- What’s the smartest way to save for your children and grandchildren’s education?
Retirement
- What resources will you have in your retirement?
- How can you save for and safeguard your retirement?
Estate Planning
- Does your will reflect changes in the tax laws or your personal situation?
- How can you protect a business or other assets for your children?
- What structures and strategies can minimize estate taxes?
We are happy to assist you with your individual financial planning questions. To get started, contact us today.
