Personal Financial Planning
Our expertise doesn’t stop at typical CPA firm offerings. For those who desire an even more comprehensive solution to complete their financial picture, we offer personal financial services as follows:
- Retirement Planning
- Education Planning
- Insurance/Risk Management Planning
- Cash Flow/Budget Planning
- Estate Planning
- Investment Management
By combining your business advisory, personal and business maintenance, and personal financial planning services, we can offer a completely comprehensive solution to serve as your partner in financial health, all for one fixed monthly price.
Financial planning and investment management services are offered by our Registered Investment Adviser affiliate firm, Blanchard Wealth Partners. For more information about Blanchard Wealth Partners, you can visit the website at www.blanchardwealth.com, call 346-239-1401, or email firstname.lastname@example.org.