In order to constantly keep up with the changes in our lives, especially our financial situation, we need to be financially fit. That means, we need to know about issues in the investment marketplace, tax law changes, family monetary issues, insurance, retirement needs, asset accumulation, transfer of wealth, and running our own business. We know the importance of meeting with our doctors to get a physical examination to make sure we are healthy, but don't consider getting an annual "fiscal checkup" to determine our financial success!
At Lynne Marcus, CPA, CFP®, I offer numerous solutions to your questions or problems. I begin with a consultation where I listen to your concerns and objectives. I continue by analyzing your current situation, followed by a mutually determined course of action. But I don't leave you there. I meet with you during the year to assess any changes and monitor the actions I've already taken. My commitment to you is ongoing.
My experience has taught me that there are no easy answers to questions like:
- How am I going to care for my aging parents?
- How will I put my kids through school?
- Am I saving enough for my own retirement?
Questions like these can only be answered with a process that reveals the best possible solution from the many available options.
My objectives are to:
Get to know you, your dreams, your goals, and your performance expectations.
Educate, as well as provide free seminars, on the options and new changes available to you.
Make fiscal planning decisions with you, not for you.
Provide periodic updates on the performance of your investments, tax law and issues that effect you.
Remain in contact with you throughout our relationship and encourage you to contact me to discuss any change in your goals or other factors that may impact your planning decisions.
are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.