Financial Planning

Ensuring the reliability of your financial picture

Managing Your Wealth

It just makes sense, doesn’t it? Having a sound financial plan intact not only helps you prepare for your own future and financial stability; it could also impact the lives of your children and future generations. A properly structured plan also enables you to face any financial challenges that may arise throughout all stages of life.

With assistance from Leone, McDonnell and Roberts, Professional Association, and through our partnership with Integrated Financial Partners, Inc., we can help you develop customized strategies to achieve your long term goals, strengthen your financial security and maintain your quality of life. We’ll also help answer the countless questions related to the inevitable life events you will encounter. Sound like a plan?

Our financial planning specialists can help you with:

  • Business structure planning
  • Corporate reorganization and restructuring
  • Divorce and support issues
  • Federal and state tax return preparation
  • Mergers and acquisitions
  • Retirement planning
  • Financial planning for special needs individuals
  • Tax planning
  • Wealth accumulation
Have a Question or Concern?

Send us a note. We're here to help. One of our tax professionals will contact you promptly or at a time you specify.

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