Woburn, MA CPA / David P. Merkel CPA

Financial Freedom!

Building and preserving your personal wealth requires specialized attention. Do you do your own financial planning? Or do you use the services of a financial planner? What ever your method, are you looking for a third party to talk to about managing risk, improving performance, and ensuring the growth and longevity of your wealth.

We can discuss ways you can...

Save enough for a comfortable retirement by reviewing your retirement plans, focusing on your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Pay for your child's college education by reviewing your present plans, focusing on the estimated amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls.
Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and reviewing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
Achieve your investment goals by reviewng your plan to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
Leave a legacy for your heirs by reviewing your estate plan, focusing on the plans to maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate.

Whether you just want a independent third party to discuss your plans or a referral to a professional who specializes in the specific areas you need help. Let us help you attain financial freedom by requesting a Free Consultation below.

Personal Financial Planning