Financial Planning

To help small business owners and families plan for the future and protect their assets, many of our clients come to us when they need a Fort Lauderdale CPA firm that concentrates in financial planning. We truly understand your needs and are able to provide a wide variety of retirement savings and financial planning services for small businesses and individuals. We pride ourselves on providing financial planning designed around your individual needs.

• Retirement planning
• Setting up of profit sharing and 401(k) plan documents
• Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
• Mutual funds, annuities, stocks and bonds
• Reverse mortgages 
• Employee benefit plans
• Estate planning
• College savings plannning
• Trust planning and charitable gifting
• Business exit strategies
• Life insurance

We offer a FREE initial consultation to discuss our financial services. Call us today at 954-452-8813 and ask for Frank Gutta to schedule a mutually convenient appointment.

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