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3175 Sedona Court, #A Ontario, CA 91764-6561 Phone: 909-944-7222 Fax 909-944-7250
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Our services are tailored to meet each client's specific needs, which may involve:
Financial goal setting and budgeting - Should you be bringing home more money, given the success of your business? All dealership owners should work toward making their business success translate into personal wealth accumulation over the long-run. Unfortunately, all too often they can find themselves consumed with running the business and find little time to take care of their personal finances. We work with you to establish a realistic personal budget that is also designed to allow for long-term needs, such as retirement and debt reduction.
Estate plans – Have you prepared a will? Have you adequately included tax planning, such as various trust opportunities, in your estate planning? Unquestionably, estate planning must be addressed by all families. The welfare of a spouse, children or other loved ones is too important to leave the estate administration process to chance. Furthermore, the numerous alternatives in estate planning can be confusing and complex. Working with your attorney, Parke, Guptill & Company, LLP can assist in structuring estate plans individually tailored to each client.
Retirement planning – Do you have a defined financial plan for your retirement? Are you planning now to save and invest for retirement, even if it is many years away? We can help by developing a customized financial model for success. Following the completion of planning, we provide ongoing assistance in implementing the plan, monitoring results, and updating strategies.
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Business Owner Planning |
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AUTOMOTIVE ACCOUNTING SPECIALISTS |