Financial planning requires guidance.
Baratz specialists work closely with our clients, from entrepreneurs to executive officers, to create an enhanced wealth management strategy that will provide financial security throughout their lifetime.
We explore all aspects of our clients' current financial picture, gathering and analyzing client data, discussing future lifestyle aspirations, and examining life goals to implement a strategy based upon their specific objectives. And, because financial goals can change with time, we will periodically review and re-evaluate your plan.
Our knowledge and expertise enable us to provide counsel on:
- estate planning
- personal tax strategies
- investment advisory services
- education planning
- risk management analysis
- retirement planning
Avoid the pitfalls in estate planning.
The goal of estate planning is to maximize the estate assets and assure their proper disposition to the estate owners beneficiaries. As an accounting firm, our familiarity with tax preparation provides us with extensive knowledge of constantly fluctuating estate tax and insight to the areas of postmortem tax issues. Our experience also includes providing accountings in the format required by the court for probate estates and trusts.
We listen and we take the time needed to make sure that clients understand the complexities of estate planning and feel comfortable with our professional guidance.
We have the right credentials.
You'll feel secure knowing that the advice you seek is from a truly objective source. Members of our firm hold the designation of Personal Financial Specialist (PFS) as granted by the American Institute of Certified Public Accountants.