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