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.
Retirement planning – Our CPA firm has partnered with Fran Tarkenton to provide safe retirement solutions to businesses and individuals
The biggest fear most seniors have is the fear of running out of money in retirement.
That is why Frank is a firm believer of the four bucket system.
The four bucket system:
Finally… Worry Free Financial Management for Your Aging Parent or Family Member.
The financial aspects of caring for an aging parent or family member are often more than most individuals can take on. When day-to-day tasks-bill paying, balancing a checkbook or responding to an emergency need such as home repairs or emergency medical expenses-become more than your loved one can handle, you can rest assured knowing that our elder care experts are here to take care of these things for you and for them.
We become a member of YOUR team, helping you to look out for the best interests of your loved one, and we report to you every step of the way.
Our services span the entire gap of financial needs, everything from day-to-day managing of the check book and general bill paying services to preparing an inventory of personal assets and investments.
Feel free to ask us about our services in…
It doesn’t matter if your loved one simply needs a little assistance to remain independent or substantial help managing their finances as they age, we provide services to cover the whole spectrum of elder needs. Contact us today for a FREE consultation.
Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.
Estate planning is far more complicated and involved than most people realize. If you don’t have a full understanding of your legal and financial rights, it is going to end up costing you… or your family… much more in the long run.
If you think you are too young to worry about estate planning, or perhaps you are waiting until you have more “estate” to bother with, think again. By planning now what happens to your estate in the event of your death, you will be left with the peace of mind that comes with knowing that you have provided to the best of your ability for your children and your family.
We can help. Our estate planning experts will get to know you and help you plan for the future based on your particular needs and situation. We are happy to discuss, recommend, and offer useful research tools which will help you get your estate in order so that those that follow you won’t be unduly burdened with taxes, probate courts, government bureaucracy, end-of-life costs and other problems relating to inheritance.
Questions you might need help answering…
This is one area where a do-it-yourself mentality might not be to your greatest benefit. Let us help guide you through the complexities and challenges of estate planning that are unique to each individual case.