Financial Planning
Our Fort Lauderdale accounting CPA firm specializes in financial planning with solutions tailored to meet your specific financial goals. We proudly serve our local South Florida community in Broward County and have expanded our territory to reach clients throughout the United States. Our clientele include businesses and individuals in Fort Lauderdale, Sunrise, Plantation and all of South Florida.
Frank Gutta, CPA financial planning services include:
- Retirement planning – Our CPA firm has partnered with Fran Tarkenton to provide safe retirement solutions to businesses and individuals including retirement investment plans, pensions and annuities
- Retirement plans for small businesses
- Profit Sharing and 401(k) plan documents
- Qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
- Annuities
- Reverse mortgages
- Employee benefit plans
- Estate planning
- College savings planning
- Trust planning and charitable gifting
- Business exit strategies
- Life insurance
Get Powerful Financial Planning Strategies Help,
Call (954) 452-8813 Now,
OR
For A Free No Obligation Financial Evaluation.
If you need immediate tax assistance, the following Free consultation is available:
Sign up for a Free consultation and we'll even give you
Frank Gutta's book:
"Must Know Tax Tips for Small Business"
FREE!
Se habla español
Retirement Planning Information
Frank Gutta, CPA has partnered with Fran Tarkenton, Hall of Fame quarterback and successful businessman. This partnership with Fran affords us the opportunity to bring safe retirement solutions to Broward County and wherever our clients live and do business.
