As CPAs we not only focus on taxes, we focus on your financial life. We can help clients develop goals and strategies in various aspects of their finances.

• We can help develop tax savings options, retirement and estate plans.

Personal Financial planning services encompass a broad range of services which include the following:

• Income tax planning
• Estate and trust planning
• Special Services such as trustee engagements where the CPA acts as fiduciary
• Retirement planning
• Risk management/Insurance
• Cash flow planning/budgeting
• Other financial issues specifically tailored to your needs.

The CPAs at AJK are qualified to provide personal financial planning services to clients due to independence and the following strengths:

• Technical competence in taxes as well as tax and estate planning services.
• Ability to partner with professionals outside of the firm to aid clients in legal, insurance, investment and other fields.
• Analytical abilities and experience in problem solving.
• Professional objectivity and integrity.

We will avoid both actual and perceived conflicts of interest in our planning services and act in the best interest of our clients. We are tied to the success of our clients.

We have dedicated CPA professionals to provide retirement and financial planning services to our clients. The fees for tax planning, estate planning, or other personal financial consulting engagements such as retirement planning would be dependent on the scope and agreed upon in writing prior to rendering services.

We hope you will consider using the services of AJK to help you develop financial plans to maximize wealth. With proper planning your financial investments can be preserved for your family.

Disclaimer: AJK does not receive fees for recommending investment products. Investment recommendations should be made by an investment adviser registered with the SEC and/or appropriate state agency that you choose and engage. Insurance decisions should be made with the assistance of a licensed insurance professional.