CALL TODAY: 304-350-1622

Financial Planning

Financial Planning

Building and preserving your personal wealth requires specialized attention. Financial plans are a great way to take control of your life and can help you work hard towards a better future. Amanda Smith, CPA’s customized approach to individual Financial Planning will give you one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Amanda Smith can help you with all aspects of your financial planning, including

  • Achieve your investment goals
  • Identify the steps needed to maximize your investment returns
  • Identifying your retirement needs
  • Saving enough money for a comfortable retirement.
  • Analyzing your assets and sources of retirement income
  • Identifying the best ways to save for retirement
  • Accurately estimating the amount of money you'll need to pay for your child's college education
  • Ensuring you have enough money in your emergency fund to protect your family in case of you become disabled
  • Analyzing your life, disability, health, home, and auto insurance coverage
  • Review your will and various powers of attorney
  • Maximize the value of your estate by saving tax dollars, professional fees, and court costs
  • Minimizing the costs of probate, creditors, lawyers, and estate taxes
  • You stay in control of your affairs by providing a road map for passing your estate on to your heirs

Knowing your individual finances are in good hands gives you peace of mind. With over 17 years of experience as an auditor and accountant, Amanda Smith has made it her business to gain the knowledge needed to give you professional individual services that meet your needs and offer you peace of mind. She offers flexibility and innovation in her solutions and always make sure to keep you informed of your situation. Finances are about taking control of your life and knowing you are working hard for a better future. Contact Amanda Smith, CPA today to get your money working for you and start building your future. Call 304-350-1622 today or Request A Consultation now.

 

Knowing your individual finances are in good hands gives you peace of mind. With over 17 years of experience as an auditor and accountant, Amanda Smith has made it her business to gain the knowledge needed to give you professional individual services that meet your needs and offer you peace of mind. She offers flexibility and innovation in her solutions and always make sure to keep you informed of your situation.

CONTACT US

  • Office:

    300 Foxcroft Avenue Suite 100 B, Room 7
    Martinsburg, WV 25401

  • Mailing Address:

    PO Box 1131
    Martinsburg, WV 25402

  • Phone:

    304-350-1622