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Do You Know Where Everything Is and What Everything Is Worth
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| If Not, You Should and We Can Help |
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Professional Planning for:
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Retirement planning
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Retirement Funding Strategies
Retirement Plan Design
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College Planning
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Funding for College Costs |
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Investments
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Fully Licensed and Trained Investment Professionals
Portfolios Designed to match your needs and Risk Tolerance
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Insurance planning
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Assistance with Life, Disability and Long Term Care Policies
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Tax Planning and Preparation
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Individuals, Gifts, Trusts, Estates and Business Income Tax
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Estate Planning
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Wills and Advance Directives.
Minimization of Death and Transfer Taxation
Trust Design and Adminstration
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Personal Budgeting
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Cash Flow Management
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Elder Care
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Social Security Planning
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Welcome
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When David A. Flanders, CPA, LLC was founded, our vision went far beyond traditional accounting and tax services. We worked hard to become our client's primary advisor, providing informed, objective advice and services designed to help them reach their financial goals. Today, our clients have come to count on our unique approach to address all their personal financial planning and business challenges.
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Please contact us for additional information about our firm and the services we offer. We look forward to speaking with you soon.
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Our Services
Whether you're managing your family finances or taking your company to the next level, sound planning is an essential component to your success. The advisor you choose should be well prepared to evaluate all facets of your finances.
Find out more about:
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