Services
Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Estate Planning
Tax Reduction
Wealth Transfer
Charitable Giving
Trust Services
Wills
Irrevocable Insurance Trusts
Risk Management
Life Insurance Analysis and Design
Long-term Care Insurance
Income Replacement
Disability Protection
Creditor Protection
Elder Care Planning
Divorce
Incapacitation and Control of Assets
Education Planning
Education Savings Accounts
529 College Savings Plans
UGMA/UTMA Accounts
Trust Services
Business Planning
Business Succession
Buy-sell Agreements
Non-Qualified Retirement Plans
Key Employee Retention
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
mdempsey@dempseycpa.com | (517) 265-5944