Personal Financial Services

Are you saving enough for retirement? How will you finance your children’s college education? How will you pass your property to your heirs?

These are important questions, but many people delay developing strategies to answer them. Procrastination always has a cost, and the cost could be substantial for you, your children and your heirs.

Summers, Carroll, Whisler LLC can help determine the financial requirements needed to meet your goals given your life’s circumstances. There are many federal and state initiatives that yield tax savings today and in the future that you need not miss. It’s never too early to develop your answers.

Professional Services:

• Retirement planning
• College education funds
• Financial aspects of health and disability
• Tax planning
• Estate planning/property transfers
   

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