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Personal Financial Planning Services

Maybe you’re saving to buy your first home, or looking to enhance a real estate investment. Do you dream of starting your own business? You may be unsure how you’ll pay for your child’s college education in the face of rising tuition costs. Perhaps you’re concerned that your company pension plan and Social Security may not be enough to maintain your standard of living after retirement. Are you too busy living paycheck to paycheck to begin planning for the future?  The solution can be found through Personal Financial Planning. Personal Financial Planning helps you clearly define your goals and understand exactly what is necessary to turn your dreams into reality. Personal financial planning is a process, not a product. It is an organized, well-planned system of using money and financial resources to maximize wealth and achieve short- and long-term goals. With a solid background in financial planning, investments, and retirement plans, our team of professionals can offer a customized solution for your financial situation. Cobb Ezekiel Loy & Company, P.A. is a recognized leader in personal financial planning because our professionals tailor a specific strategy to the needs of each individual.

Our financial planning services include:

  • Cash Flow & Budgeting Analysis
  • Estate & Trust Tax Preparation
  • IRS Representation
  • Tax Planning
  • Tax Preparation
  • Tax Services
  • Business Consulting
  • Business Entity Selection
  • Business Succession Planning
  • Debt & Financing Services
  • Estate Planning
  • Financial Planning
  • Investment Review
  • Management Advisory Services
  • Pension & Profit Sharing Plans
  • Retirement Planning
  • Asset Protection

Our financial planning professionals focus on providing you with the most up-to-date resources available to assist in creating a powerful financial position now and for the future.

Don’t let financial planning leave you puzzled. Let the professionals at Cobb Ezekiel Loy & Company, P.A. help you put the pieces together.

Contact Susan C. Ezekiel, CPA or Donald T. McBane