Wealth Management

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
  • 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

Paul K. Rudoy

CPA/PFS, Managing Partner