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Creating
Financial Freedom with Streit & Peters, CPA, Inc.!
Building
and preserving your personal wealth requires specialized attention. At Streit & Peters, CPA, Inc. you get
one-on-one CPA guidance and a comprehensive financial plan that helps manage
risk, improve performance, and ensure the growth and longevity of your wealth.
Streit
& Peters, CPA, Inc. helps you...
- Save enough for a
comfortable retirement by identifying your retirement needs, analyzing
your assets and sources of retirement income, reviewing estimated
shortfalls, and identifying the best ways to save for retirement given
your financial situation and risk tolerance.
- Pay for your child's
college education by accurately estimating the amount of money you'll
need, analyzing your assets, reviewing estimated shortfalls and
considering general alternatives and strategies to help address these
potential shortfalls, and developing an optimal savings plan given your
financial situation and risk tolerance.
- Protect your family in
case you become disabled by ensuring you have enough money in your
emergency fund and analyzing your life, disability, health, home, and auto
insurance coverage. Streit &
Peters, CPA, Inc. will also review your will and various powers of
attorney designed to take care of your affairs in the event you are
incapacitated and can't manage them yourself.
- Achieve your investment
goals by identifying the steps needed to maximize your investment
returns as well as the steps needed to help minimize your risk while
building increased predictability of your investment returns.
- Leave a legacy for your
heirs by maximizing the value of your estate by saving tax dollars,
professional fees, and court costs. As well as minimizing the costs of
probate, creditors, lawyers, and estate taxes, which can negatively impact
the value of your estate. Streit
& Peters, CPA, Inc. also helps you stay in control of your affairs by
providing a road map for passing your estate on to your heirs.
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