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Personal Financial Planning

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

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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Dothan Business Hours

Mon Tue Wed Thu Fri Sat Sun
8am 8am 8am 8am 8am
5pm 5pm 5pm 5pm 5pm

Ozark Business Hours

Mon Tue Wed Thu Fri Sat Sun
8am 8am 8am 8am 8am
4:30pm 4:30pm 4:30pm 4:30pm 4:30pm

Enterprise Business Hours

Mon Tue Wed Thu Fri Sat Sun
8:30am 8:30am 8:30am 8:30am 8:30am
5:00pm 5:00pm 5:00pm 5:00pm 5:00pm

© Bevis, Eberhart, Browning, Walker & Stewart, PC 2021