Investment
Portfolio Design & Management
We will evaluate and/or create your investment portfolio based
on careful analysis of your cash flow needs and the amount
you are willing to risk. We’ll discuss various investment
alternatives, concepts, and strategies, along with their potential
applications to your portfolio, taking into consideration your
age, tax bracket and goals.
Education Planning
When you ask a parent about their chief financial concerns, providing
for their children’s college education is always at the
top of the list. There are different strategies to utilize,
depending on the age of your child. If you have young children,
we’ll help you choose the right college savings plan.
If your child is in high school, we can show you which schools
provide the most financial aid, and how to structure your finances
so your child qualifies.
Retirement Planning
We’ll help you establish your goals, provide an analysis
of your projected needs at given retirement ages, and recommend
strategies to meet your goals.
Estate & Gift Tax Planning
We’ll help you identify your goals and facilitate the estate
planning process with your attorney. We’ll provide recommendations
on asset allocation, investment income accumulation, property
distribution, estate tax reduction and tax payment techniques.
Discussion will include gifts, trusts and disposition of business
interests, if applicable.
Personal Finance
We’ll provide an analysis of your personal finances, help
you identify your short-term, intermediate and long-term goals,
and provide recommendations on budgeting and managing your cash
flow. Discussions may include banking, spending and saving habits,
use of credit, college education costs and other areas relevant
to each individual situation.
Tax Management
We’ll provide an analysis of your prior, current and future
federal and state income tax liabilities. We’ll also discuss
methods to reduce or defer income taxes, and the impact of these
strategies.
Insurance
We will provide an analysis of all existing insurance policies
and evaluate your current and potential future risk. We’ll
help you identify 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.
Empowering you to reach your financial goals
330 S. Naperville Road; Ste. 400 Wheaton, IL 60187
(630) 871-8900 phone | (630) 871-8950 fax
email
©2005 Eisenmenger & Company
CPAs
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