Rotz & Stonesifer, P.C. is poised to take an active role in helping you reach your financial objectives. Combining our tax compliance services and family office services with a simple financial plan can be a powerful resource in reaching life’s goals. Whether just starting up or reevaluating your financial situation, our professionals experienced, confidential advisors in the areas of:
- Retirement planning
- College planning
- Debt restructuring
- Wealth transfer
- Personal budgeting
- Investment portfolio review
- Real estate acquisition
- Asset planning