Financial Planning

If we need peace of mind, we cannot ignore financial planning. Investing wisely is as important as earning and in the race of earning sometimes we forget to plan and invest.

At Tejal Dhruve, CPA, we focus on tax effective investing and planning. We also educate you for your Insurance needs and customized options available to you. Our relationship with you does not end at the production of a tax return. We help you plan for a life changing events and invest accordingly. We help you plan for your child’s education, big purchases like a house, worry free retirement and much more.

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan. We can help you devise, implement and operate the plan.

Contact us to find out more tax-saving and retirement strategies.





 

Financial Planning services we offer

  • College Planning
  • Life Insurance
  • Long term care Insurance
  • Retirement Planning
  • SEP/PRA/401K Planning & Investment

Other Services We Offer