Financial Planning

Monthly Budgets, Saving for Retirement, etc.

Financial Planning is utilized for short and long term goals such as:

  • monthly expenses and budgets
  • eliminating debt
  • starting a new business or non-profit
  • saving for a large purchase (buying a house, a long vacation, etc.)
  • preparing for children's college funds
  • saving for retirement
  • and more...

Each scenario has its own important steps or instructions to follow to acheive your necessary goal. No matter the reason, let us help you plan for that next step in your life.

Lawrence Ickes, CPA