Financials

Peter Advani CPA,PLLC Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.

Personal Financial Planning

Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals. We will help you determine your net worth and plan a workable budget to meet your expenses. Our financial planning services include investment counseling, retirement planning, college funding, estate planning, and many more.

 

  • Estate Planning
    Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.


  • Investment Review
    Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.


  • Retirement Planning
    It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.


  • Debt & Financial Services
    We offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging.

    Give us a call today to discuss your Financial Future

Thank you for your inquiry,

Peter Advani CPA, PLLC

 


Accounting | Compilation, Review, and Audit | Business | Payroll | Taxation | Financial Planning