Personal Financial Planning Service

  • Education Planning
  • Retirement Planning
  • Estate & Gift Tax Planning
  • Personal Finance
  • Tax Manangement
  • Insurance

Our aim at Eisenmenger and Co., CPAs is to help improve areas of growth in order to bring in revenue.

We will get you registered with federal and state governments.

At Eisenmenger and Co., CPAs we can help you get started with 401(k) plans and Simple IRA plans

Financial Planning for success

Investment Portfolio and Design

Financial Markets are volatile and your investments are extremely valuable to you. Our goal is to evaluate and/or create your investment portfolio based on careful analysis of your cash flow needs, your time horizon, and the amount you are willing to risk. At Eisenmenger and Co. we discuss various investment alternatives, concepts, and strategies, along with their potential applications to your portfolio, taking into consideration your age, tax bracket and goals.

Retirement Planning

Retirement is a time to enjoy all that you’ve worked for. Our objective is to collaborate with you in establishing goals for your specific retirement desires. We provide an analysis of your projected needs at various retirement ages, and recommend strategies to meet your goals.

Education Planning

We’ve all heard about what it will cost for our children to go to college and hearing that news can be disturbing. There are different strategies to utilize, depending on the age of your child. We have the knowledge in finding the best college savings programs available. Our goal is to provide the necessary information to get you started depending on your financial situation.

Estate and Gift Tax Planning

Proper estate planning can provide immeasurable comfort in the present, and a smooth transition in the future. At Eisenmenger and Co. we help you identify goals and facilitate the estate planning process. We provide recommendations on asset allocation, investment income accumulation, property distribution, estate tax reduction and tax payment techniques.

Tax Management

Taxes can be frustrating and create headaches. That’s why we provide an analysis of your prior, current and future federal and state income tax liabilities. We also discuss methods to reduce or defer income taxes, and the impact of these strategies.

Insurance Analysis

Providing an analysis of all existing insurance policies and evaluating your current and potential future risks is what you can count on with Eisenmenger and Co. We work with you in identifying the appropriate amount of insurance necessary for your unique situation and provide a list of relevant insurance products in the marketplace.

Eisenmenger & Company CPAs | Eisenmenger Financial Mgmt. Co.
330 S. Naperville Road; Ste. 400 Wheaton, IL 60187
(630) 871-8900 phone | (630) 871-8950 fax email: info@eisenmengercpas.com

Registered Representative of and Securities
offered through QA3 Financial Corp. Member FINRA/ SIPC.
Investment Advisor Representative of and Advisory Services offered through QA3 Financial, LLC, an SEC Registered Investment Advisory Firm.
Eisenmenger & Company CPAs and Eisenmenger Financial Management Co. are not affiliated with QA3 Financial Corp. Licensed for Securities in AZ, GA and IL