If you need professional assistance with estate planning in the Boynton Beach, FL area, make Fishman Associates CPAs your trusted financial consultant. We’ll work with you to increase your net worth, and develop a custom plan to help you minimize estate taxes. We offer a complete, comprehensive package that includes the following services:
- Analysis of your net worth
- Investment review
- Assistance with family gifting and trusts
- Retirement planning
- Family business transfer
Fishman Associates CPAs can assist you in maximizing benefits for you and your heirs. We’re here to help you effectively manage your finances in both the short and long term. Call us today at (561) 369-3228 to learn more!