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Financial
Planning Services
Through the firm of Accounting Alliance for Small Business, P.A. we
can review your current financial plan and make sure it is up
to date to see if it is still meeting all your needs.
We will be happy to make corrections to your existing pan or
recommendations for a plan that would better suit your
current situation.
Retirement
Planning
–
whether you’re new to the workforce or a seasoned veteran,
retirement planning should be at the top of your personal financial
planning list.
Corporate Sponsored Plans:( brochure available)
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401(k)
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Profit
Sharing Plan
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Money
Purchase Pension Plan
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Keogh
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Simple
IRA
-
Defined
Benefit
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412(i)
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419
Individual
or Solo Proprietor plans:
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SEP
Plans
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Keogh
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Individual
(solo) 401k
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IRA
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Roth
IRA
We
also work with people currently in 457 and 403(b) plans. If
you are changing your employment situation you can take your
retirement money with you by rolling it over directly into your own
IRA. Let us show you how to do this quickly, easily and
without penalties.
Estate Planning –
we work with your attorney, or we can recommend an attorney if you
do not currently have an attorney relationship, in updating or
designing a plan to transfer your assets to your designated
beneficiaries. A
properly designed and executed plan will accomplish your
desires in a timely and cost effective way while potentially
avoiding gift, estate, and income taxes. (brochure available)
Business Continuation Planning - most
new businesses struggle just to survive, but once you have made it
and become established you will be faced with the problem of how
to exit your business. Things in life may happen that cause
you to sell your business.
-
You
get tired of it or desire to retire and you sell it.
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You
get to old to run things day-to-day and you retire.
-
You
become sick or disabled and can't work.
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You
die.
When
the time comes to change ownership or day-to-day control of your
business lets do it on your terms not theirs. If you have a
"Business Continuation Plan" in place it will insure a
smooth transition, and you and your family being compensated for all
the hard work you put into it.
College Education Funding
Coverdell-Education
IRA
529
College plan (brochure available)
Asset
Management
– through asset management we can assist you with:
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Matching
the right investment to your financial Goals
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Assist
with risk assessment of your current investment portfolio
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Creation
of Savings and Emergency funds
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Asset
Allocation and Diversification
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Portfolio
Rebalancing
Insurance
Review - protecting
your family and business from financial ruin is what insurance is
all about. Our job is
to make sure you have the right type of coverage, the right amount
of coverage, a solid company that stands behind the policy and
all at a fair price. It doesn't stop there because once you
have brought the policy you will need on going service.
We work in the areas of:
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