LOISELLE, GOODWIN & HINDS
CERTIFIED PUBLIC ACCOUNTANTS

Financial Planning

We can help you realize your financial goals by providing you with detailed guidance on how to achieve these goals. Two goals that most people want to achieve, but often have trouble reaching, are having enough money for the college education of sons and daughters and having enough money for a comfortable retirement.

We can provide detailed analysis to show you how much you need to put aside now to reach your future goals. Furthermore, we can provide you with information about the types of investment vehicles available and the types of risks associated with each. Once you have selected your investment vehicles, we can "run the numbers" to provide you with a detailed plan of how much to set aside when, and in what form, to achieve your future goals.

An important element that is sometime forgotten by financial planners, but one we won’t forget, is the tax effects of your financial decisions. This is particularly important with regard to retirement planning where there are many traps for the unwary.

As independent CPAs, with no stake in selling any particular financial products, you can be sure you will be receiving unbiased advice with only your best interests and goals in mind.

Key Benefits

Help in developing a plan to meet college costs

Retirement planning

An independent perspective to help you meet your goals

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Last modified: July 09, 1999