Individual Services

Retirement Planning

What we do

Retirement Planning

It is nothing short of shocking how many people getting close to retirement age simply don’t have what they need to survive and thrive in their later years.

Retirement planning plays a vital role in the quality of life we have later on in life. Choosing who to trust with something that important can be daunting. When new clients first contact us, they inevitably mention that a trusted friend, colleague or family member suggested they use Chad for their accounting needs. This word-of-mouth advertising is a testament to the quality of service our clients enjoy.

Planning for retirement is one of the most important things you can do in your life. We offer several services to help you plan for a financially secure future:

Plan Design

We’ll help you sort through your current financial picture in order to start generating options for planning your retirement. The goal is to determine if you are on track to retire when you want to with enough wealth to fund your desired lifestyle. If there is a gap between where you are and where you want to be, we’ll help you design a plan to address it.

Plan Analysis

Your personal situation changes, sometimes with alarming frequency, and your retirement plan needs to change with it. We’ll help you deal with all the changes you experience to accurately reflect them in an adjusted retirement plan.

Why Choose Us?

Whether you are a business faced with complex operations or an individual who just needs help with an annual tax return, each and every one of our clients enjoys the same commitment to high standards of client care:

  • Personalization: We take the time to get to know each client’s unique situation and requirements.

  • Expertise: With his long list of professional certifications and credentials, you’ll be hard-pressed to find someone better qualified than Chad to handle your accounting needs.

  • Attention to Detail: We’ve developed thorough processes to ensure no detail, however small or large, slips through the cracks.

  • Focused on Your Future: Getting a grip on your current accounting needs is one thing, but we go the extra mile to advise you how current trends and changes will affect your future.

"“Chad Garland is the most professional CPA that helped me to get my taxes in order ! I would recommend this business to anyone that is looking for a great customer service and professionalism !!”"

Tatiana S. 2/1/2017

We would be happy to talk with you about your situation.

Let's Talk