Financial Planning at Dunham Associates CPAs
Dunham’s CPAs witness financial folly and success regularly; they owe their clients opportunity to meet with fee-only advisors who really know their clients and place their interests first. Our accountants are trained and motivated to give advice as fiduciaries in real estate investing, insurance and risk analysis, the tax aspects of retirement planning, and estate planning. We listen with empathy and understanding and analyze problems with accounting that is both honest and creative; we can make you money as we save you money.
Integrated financial planning involves identifying and establishing long-term goals and developing strategies that systematically identify and fulfill the client’s objectives. Our recommendations consider diverse financial assets coupled with long-term goals. Because we don’t sell insurance, realty or even legal contracts, we can, for instance, objectively compare various business retirement plans to Charitable Remainder Trusts or realty investments with 1031 exchanges as means of protecting wealth. Once we know your objectives, we can take advantage of limitless, interrelated, means to achieve them.
Dunham CPAs provide unsurpassed business and tax advice for all aspects of financial planning but wealth management and securities analysis. Together, while complying with your chosen risk tolerance, we identify each client’s specific goals and objectives and then construct planning and investment strategies to achieve those goals. Just click on any of the following to find out more about…