Personal Financial Planning

In addition to our extensive tax planning and accounting services, The Tax Warriors® at Drucker & Scaccetti are specialists in the area of Personal Financial Planning. We work with entrepreneurs and high net worth individuals to create comprehensive maps for each client’s financial landscape. Based on your current situation and goals for the future, we help you plot a manageable course, avoiding many wrong turns and roadblocks along the way. Let The Tax Warriors be your Personal Financial Planning guide. We’ll make sure you and your wealth are safe throughout your retirement.

The D&S suite of Personal Financial Planning services include, but are limited to:

  • Asset allocation review
  • Retirement planning
  • Gift tax and charitable planned giving services 
  • Cash management and budget formation 
  • Integrated bill paying and accounting services
  • Periodic review and refinement of objectives
  • Investment record keeping and reporting 
  • Mortgage refinancing 
  • Wealth transfer for multiple generations 
  • Financial education for younger family members
  • Financial oversight for elderly family members 
  • Estate planning 
  • Postmortem estate administration 
  • Foundation management 
  • Establishment and maintenance of professional financial relationships

Click me