In the words of Benjamin Franklin, "failing to plan is planning to fail." According to a study reported on by CNBC, roughly 33% of Americans have no financial plan at all. Over 58% of those who do say their existing efforts leave a lot of room for improvement. Financial planning is more than just numbers and charts- it's about realizing your life's dreams and goals. We are committed to understanding what matters most to you and crafting strategies that align with your unique aspirations and values.
At SDC CPA, we can help you with:
Budgeting, Savings, and Debt Management
Planning for College Savings/Major Purchases
Planning for Retirement
Estate and Succession Planning
Customized Strategies for Every Milestone
Our comprehensive planning involves
Solutions to fit every budget
If you're just starting out or well into your career, we can help. We offer tiered packages, depending on the level of service you need.
Includes Financial Portal
Includes Retirement Planning
Includes full financial planning, insurance planning and Social Security optimization
Development of a tailored plan