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,

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