Financial Planning
Certified Financial Planner in Rochester, NY
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Our focus on multi-generational wealth helps you plan now for your future, and your family’s future.
Accounting, Tax, & Consulting Services Include
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Accounting Services
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Bookkeeping/Write-Up
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Financial Statements
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Cash Flow & Budgeting Analysis
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Tax Services
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Tax Planning & Preparation
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Payroll Services
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Sales Tax Services
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Consulting Services
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Estate Planning
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Financial Planning
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Management Advisory Services
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Business Consulting
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Accounting Software Selection & Implementation