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
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
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.
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
We offer complete debt and financial counseling services,
including installment debt consolidation, refinancing, and
Give us a call today to discuss your Financial
Thank you for your inquiry,
Peter Advani CPA, PLLC