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Financial Planning

South CPA & Associates can perform a comprehensive evaluation of your current and future financial state. We’ll use currently known variables to predict future cash flows, asset values and withdrawal plans.

We’ll factor in your current net worth, tax liabilities, asset allocation,future retirement and estate plans in developing a solid financial plan. Then we’ll use reliable estimates of asset growth to determine if your future financial goals can be met.

While there is no specific template for a good financial plan,we  strive to ensure that the plans we develop are fluid, with occasional updates as changes to your finances occur. So if you’re falling short of your goals, we’ll advise the steps that need to be taken to get you on track.