Financial and Retirement Planning

Accounting and Consulting Group’s  mission is to help you with your financial and retirement planning. To reach your financial goals and maintain financial independence throughout a comfortable retirement. We can guide you through tough decision-making processes, such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. We can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Understanding the different retirement options Traditional, Roth, SEP, and Simple IRA plans. We guide you through the complicated decision-making processes, such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. We also analyze your portfolio to take in consideration tax implications for a profitable after-tax return. The road to retirement is a long one, and we can help you to take the appropriate steps to reach your goals and ensure you do not outlive your retirement savings with proper planning. Contact us today for a free consultation.