Financial Planning

Building wealth is generally a long term undertaking that requires sound planning and wise choices. As your accountant, Squire, Lemkin + Co. is uniquely positioned to provide insightful financial advice integrating your personal and business objectives. We can help you consider both short and long-term, after tax ramifications of your planning decisions. That means considering not only what will grow your wealth on paper, but also considering your available, after tax cash flow needs during retirement.

We help our clients get the most from what they’ve earned, and help them ensure that the fruits of their labor provide maximum benefit to themselves, their families, and the charities and causes that mean the most to them. We can work in conjunction with investment advisors, ensuring that your strategies are coordinated and focused.

Our financial planning services include:

  • Estate and Trust
  • Planning for higher education
  • Business succession planning
  • Use of family limited partnerships for wealth transfer
  • Retirement planning
  • Charitable giving