Personal Financial Planning

 

What would happen if you had one person working for you who had access to your information and edited out all the noise that doesn't fit you? What if someone created a savings, debt management & investment plan that met your needs and goals and addressed your risk tolerance? What if it was tailored for the different stages of your life? It would make your life a whole lot easier! That's what a personal financial planner does.

 

You can be assured that our focus is on your entire financial well-being. Just as you are a unique individual, you have a distinctive financial situation. We take the time to get to know you and your goals so that we can provide you with tax assistance tailored to your needs. At Bevis, Eberhart, Browning, Walker & Stewart, P.C., you have access to much more than the traditional tax preparation services.

 

Our personal financial planning services include:

 

  • Tax planning
  • Retirement planning
  • Estate and trust planning
  • College funding planning
  • Risk management
  • Investment strategies
  • Personal financial plans
  • Divorce issues

 

To start planning for your future, contact us, today!

We strive to see the big picture of your current situation and design our services to help make your tomorrow what you want it to be.

 

-Tracy Knowles,

CPA/ABV, CVA,

Principal