The milestones of our lives require a financial strategy. Births, marriages, divorces, education, parental support, retirement, and even death benefits are issues that can challenge us. Sometimes we can plan for them, and sometimes they catch us by surprise. It is important to develop an economic framework for these events in our lives.
Just as these events span our lifetime, effective tax planning and budgeting requires a lifelong commitment. We all want a good education for our children…and we want financial independence in our retirement. None of this happens overnight. The road to economic security is paved with regular planning throughout our lives.
A properly structured tax plan enables you to face any tax challenge that may present itself at each stage of your life. Through the tax planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your overall security
At FSP and Associates, LLC, we have been helping our clients plan for the future for over forty-eight years. We can review the current allocation of your assets and make suggestions for achieving long-range goals. With college tuitions spiraling upwards, we can develop a workable plan for financing your children’s higher education. We can also provide recommendations for tax, retirement, and estate planning.
Successful implementation and periodic review of your plan will ensure the independence you want to achieve during your working years and through your retirement years.
Our client service model is built on leveraging technology whenever possible, so that we can focus our time on being responsive and proactive to our clients’ individual situations. We meet or talk regularly with all of our clients since most of them have relatively dynamic situations.