Walter & Shuffain, P.C.
Certified Public Accountants & Business Advisors
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Maybe you're saving to buy your first home, or looking to move up. Do you dream of starting your own business? You're unsure how you'll pay for your child's college education in the face of spiraling 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. Or you don't think you can start saving for the future because you're living paycheck to paycheck.
Personal financial planning helps you clearly define your goals and know 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. Walter & Shuffain is a recognized leader in personal financial planning because our experts tailor a specific strategy to the needs of each individual.
Our financial planning specialists 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.
As a parent you want the best for your children, yet sending your children to college can be one of the most financially challenging times for a family. By focusing on your financial goals today you won't have to worry about rising education costs tomorrow.
W&S has the experience and expertise to see you though the planning process. Our team of expert advisors will sit down with you to discuss the multiple - and sometimes confusing (e.g., the availability and details of these plans vary state to state) ways to save and pay for college including:
Our advisors will also help you understand the multiple benefits associated with education planning including account control, automatic asset building, tax-free growth potential, high contribution limits, and varied investment options.
We'll help you choose the right plan, one with the appropriate tax benefits for your financial objectives that secures your child's educational future. Our professionals have a thorough understanding of college funding options, and the resources available to help you to determine which is right for you.
The proper planning and saving can put the cost of any college within your reach.