Financial Wellness Services
Financial Strategy CPA Services
Preparing and planning your personal taxes is an obvious way to take advantage of the services your CPA offers, but did you know we can help with other aspects of your personal financial planning as well?
We take a holistic approach to our financial planning services. Each different stage of life can offer opportunities to plan strategies. Your goals become our goals and we work together help you achieve them. We like to think of it as a roadmap to ongoing financial health. Whether you need help preparing for your child’s college plans, business consulting, retirement planning, long-term care or estate planning, we’re here for you every step of the way and we want to help you plan for financial wellness at every stage.
College Planning – Financial Services & More
It’s never too early or too late to start planning for your children’s college plans. We can help you find the best ways to start saving. And when they are ready to start applying for colleges, we can help with scholarships and the application process too.
Business Financial Services
If you have a business or want to start one, we have various small business financial services to help you with that too. Whether you need help with your bookkeeping, payroll, business taxes or other business consulting, we’ve got it covered.
Retirement Planning & More
It’s a great idea to get started planning for your retirement early, but no matter where you are at in the process, we can help. With our financial wellness planning services, we can help you create a retirement strategy that works for you. Together we can brainstorm goals, review tax implications, choose the right savings plan, and more.
Aging can take a toll on personal finances especially if you are unprepared. We can’t always foresee what the future holds but having a proactive plan in place that takes in to account the potential for long term care, estate planning and other possibilities can make things less stressful for everyone involved.
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What our Clients are saying
Legacy CPA help us put our chaotic finances into order and navigate successfully through two big family transitions. Brian and the entire team at Legacy have been a pleasure to work with.Mark Loewenstein
My husband and I had a wonderful experience working with Brian and his team. He was very helpful and a wealth of knowledge. We will continue to use his services in the future.Kira H