Field, Vinson & Associates CPAs, RLLP

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
Fax:(307) 733-0904