Financial Planning Services

To help small business owners and families plan for the future and protect their assets, many of our clients come to us when they need a Tampa CPA firm that concentrates in the financial services industry. We truly understand your needs and are able to provide a wide variety of retirement savings and financial services for small businesses and individuals. We pride ourselves on providing financial services designed around your individual needs.

Setting up of profit sharing and 401(k) plan documents Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.) Mutual funds and annuities Employee benefit plans Health benefit plans Estate planning Trust planning and charitable gifting Business exit strategies Executive compensation plans Key employee retention plans Welfare benefit plans Insurance and asset protection Succession planning and business continuation Buy/sell agreements

Call us today at 877-552-1040 and ask for Ken to schedule a mutually convenient appointment.

For more information, please fill out the following form and a representative will contact you: