Financial Planning
Our Fort Lauderdale accounting CPA firm specializes in financial planning with
solutions
tailored
to
meet
your specific financial
http://frankguttacpa.com/services-providers/financial-planning.html
goals.
Click
to
find
information about financial planning. We proudly serve our local South Florida community in Broward County and have expanded our territory to reach clients throughout the United States. Our clientele include businesses and individuals in Fort Lauderdale, Sunrise, Plantation and all of South Florida.
Frank Gutta, CPA financial planning services include:
Retirement planning – Our CPA firm has partnered with Fran
Tarkenton to provide safe retirement solutions to businesses and individuals including retirement investment plans, pensions and annuities
Retirement plans for small businesses
Profit Sharing and 401(k) plan documents
Qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing,
IRA, etc.)
Annuities
Reverse mortgages
Employee benefit plans
Estate planning
College savings planning
Trust planning and charitable gifting 1
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Business exit strategies
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Life insurance
To continue reading the rest of the article and find out our recommendations, please click here: http://frankguttacpa.com
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