Financial Planning

Financial Planning2017-05-10T14:09:07-04:00

Financial PlanningRotz & 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 tailored financial plan can be a powerful resource in reaching life’s goals. Our professionals are independent advisors in the areas of:

  • Retirement planning
  • College planning
  • Debt restructuring
  • Wealth transfer
  • Personal budgeting
  • Investment portfolio review
  • Real estate acquisition
  • Asset planning

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