Financial & Estate Analysis

Financial & Estate Analysis

Estate PlanningThe world of finance has become increasingly complex. Tax laws change. The real estate market is in flux. That’s why the American Institute of Certified Public Accountants (AICPA) created the Personal Financial Specialist (PFS) program.

Accountants who have earned the PFS designation know how to guide clients through a complicated financial environment. Whether you need tax planning for your children’s education or for your retirement, a CPA/PFS can maximize your personal tax situation.

Wesley H. Rickard, our Personal Financial Specialist, can help clients answer tough tax questions about retirement savings, college costs, wills, and inheritances. We pride ourselves in looking at all of your financial matters for their tax implications. Our professionals provide unbiased tax advice and opinions that are not influenced by outside vendors.

A personal financial analysis begins with the current tax aspects of your investments and evolves to keep pace with your lifestyle and objectives. It is the successful integration of your goals, resources, stage of life and tolerance for risk.

The QRGA team has specialized training in many areas of finance and tax planning. Bound by the AICPA’s Code of Professional Conduct, we are committed to helping clients meet their goals and objectives. In today’s volatile economy, you can’t afford to leave your finances unattended.

For additional information, please contact Wes Rickard.