Personal Financial Planning
Field, Vinson & Associates CPAs, RLLP personal financial planning professionals can help
you reach your goals, whether it be to buy a home, business, provide funding for
education or plan your retirement, with their 5-step strategy.
The strategy consists of 5 stages,
managed by one of our Tax Planning Specialists:
Develop a Wealth Planning Strategy: Create a comprehensive strategy for the achievement of
short and long term financial goals.
- Establish Goals: Create both short and long range financial goals and objectives.
- Compile Data and Documents: Gather current financial information and estate planning documents.
- Implement and Monitor Plan: Assist the client in implementation of plan, and monitor plan
annually or semi-annually.
- Develop Plans and Strategies for specific situations: Cash Flow analysis, retirement analysis,
business succession planning, charitable planning, stock option
planning, and income tax planning.
How you benefit:
Assurance of a plan to achieve financial goals
- A specific schedule for implementing plan
- A program designed to monitor success of the plan, and dictate changes, if needed
- A compilation of understandable personal financial information
Designated Certificate Holder: 647
Field, Vinson & Associates CPAs, RLLP
P.O. Box 1767
Jackson, WY 83001
Phone: (307) 733-8377