Our solutions are tailored to each client’s strategic business drivers, technologies, corporate structure, and culture.
Our goal is to simplify your financial life
We go beyond basic accounting, collaboratively working with you, to make sure our strategies are aligned with your goals, as well as those of your agent, insurance broker, banker, attorney, and other professional advisors. Together we’ll build a custom, comprehensive wealth management and tax planning strategy, starting with your anticipated earnings, and then moving toward cash projections, to determine effective and efficient next steps to make sure our strategies are aligned with your goals,
Our team will offer the guidance you need to secure financial well-being during your active career, through various stages after, and on through retirement – so you can focus on your career and game itself.
OUR SERVICES
Our Game Plan team includes audit and tax professionals, as well as a broader depth and breadth of services via our relationships with bankers, attorneys, and insurance professionals.
Our professionals will handle your bills and provide you with a monthly financial statement, offering complete transparency into what you have, your expenses, and your income. We act as liaisons between you and your other trusted advisors to give you peace of mind about your future, and let you focus on your career.
We can assist you with:
Bill pay and bank reconciliations, business management and family offices
Financial statement preparation
Business venture analysis and assessment
Tax planning and compliance
Cash receipts and disbursement reporting
Estate planning
Budgeting
Philanthropic giving
Cash flow forecast and management
Tax structuring for business and marketing ventures
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