At H2R CPA, we focus on tax and business issues every day for clients.
As Wealth Management experts, we can put the entire package together for you — combining wealth management strategies with your tax, business, estate planning and other priorities for you, your family and your business.
Wealth Management Services
H2R CPA’s Wealth Management services include:
- Helping you identify your cash needs for retirement
- Optimizing your Social Security benefits and when to draw on those
- View an excerpt from a Suggested Social Security Strategy report, which can be customized for you and your spouse's specific situation
- Formulating a plan that will meet your retirement spending needs
- Developing an estate plan for you, your spouse and your family
- Providing life and long-term care insurance analysis and guidance
Meet Our Wealth Management Specialist
