Economic fluctuations and unforeseen family challenges can make planning for retirement difficult. Not for us. We take pride in expertly helping you to develop an effective retirement strategy where you can minimize your tax burden, conserve capital, and ultimately meet your long-term goals. Carl Roth has earned the coveted Personal Financial Specialist (PFS) designation from the AICPA.
A Personal Financial Specialist (PFS) is a distinguished CPA who has shown exceptional skill in providing tax, estate, retirement, risk management, and investment planning advice to his or her clients through exceptional experience, education, and a qualifying exam. Only 5,065 CPAs of approximately 377,000 that the AICPA represents have achieved this designation.
Sending children off to college is a proud milestone for every family. But with college tuition fees rising every year, it has become difficult for some. Start preparing now by letting us assist you in establishing a savings plan that will insure your child’s dreams are fulfilled. We can also help you with financial aid form completion, as well as applying for education loans, grants and scholarships.
Sound estate planning gives you assurance and peace of mind that your legacy will be protected for your family in years to come. We will work with you to analyze your family needs, beneficiaries, insurance, and trust, and assist you in developing a plan that minimizes estate and inheritance taxes, while maximizing your family’s financial security.