Services

Financial & Estate Planning Services

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Asset Protection

An asset protection or wealth preservation plan makes the enforcement of judgments against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships or offshore trusts.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Personal Budgeting Analysis

We can forecast and evaluate your financial condition, analyze debt terms and payments, and track cash-flow sources and issues.

Retirement Plan Design

One of the best tax deductions a business can have is a retirement plan. A properly designed retirement plan is not only beneficial for business owners, but a valuable benefit for employees as well. With ever-changing tax laws and Plan requirements, we can design a Plan that best fits your needs.

Tax Planning

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

 

 

Team Leadership

Michael P. Denny

CPA, CFP®


Phone: 601-499-2400
Email: mdenny@granthampoole.com
Contact: Download VCard