Financial Planning

Creating Financial Freedom!

Building and preserving your personal wealth requires specialized attention. With Saunders Accountancy Corporation you get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

 
Saunders Accountancy Corporation

We help you...

Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

Pay for your child’s college education by accurately estimating the amount of money you’ll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can’t manage them yourself.

Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

A financial plan's true value comes with its implementation.

Let us help you attain financial freedom by requesting a Free Consultation below.

3 Easy steps to a better, more efficient way to manage your Financial Planning...

  • STEP ONE:

Complete the form below to have an informal chat and learn about the options we have available.

  • STEP TWO:

Let us take care of your Financial Planning for you, with one of our comprehensive financial plans tailored specifically to your needs

  • STEP THREE:

Enjoy life with knowing your financial plan has been dealt with by a professional team, reducing your stress and anxiety levels.

financial planning

WORDS FROM OUR HAPPY CLIENTS...

She is all about Saving and Growing her clients Money

“Evelyn is an incredibly knowledgeable CPA with great expertise in tax planning . She provides free analysis on your personal taxes or company structure. She is all about saving and growing her clients’ money and I highly recommend!”

Need Some Advice? get in touch with us

Book a friendly, informal chat today. We’ll help you understand the Financial Planning options available to you and explain the processes we go through.