Financial Planning Services
At Strategic CPA Accounting & Tax Solutions LLC, a Grand Rapids CPA firm, we have the skills and knowledge to help guide and direct you through complicated financial decisions that affect your future. Strategic CPA Investment & Wealth Management provides seamless integration for all of your business and individual financial needs. Our integrated approach will result in a consistent methodology for the entirety of your financial situation.
When we work with our clients we take into consideration all of your needs including budgeting and saving, taxes, investments, insurance, retirement planning and estate and trust planning to give you a clear picture of how each financial decision you make affects your short and long-term life goals.
As CPAs and financial advisors, we help you to see beyond your immediate financial concerns to pursue a long term vision for your future.
Wealth and retirement planning services
As CPAs and financial advisors, we strive to do what's right for our clients. We'll work with you to design the right plan for your needs. Contact us today at 616-888-6270 or request your consultation through our website to learn more.
- Evaluating retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
- Evaluating insurances needs - life, health, disability
- Mutual funds and annuities
- Estate planning
- Retirement and wealth accumulation planning
- College savings planning
- Asset protection
- Business succession planning
- Employee benefit plans
- Trusts and charitable gifting
- Executive compensation plans
- Key employee retention plans
- Buy/sell agreements