Want to glimpse into the future and see how or when you will retire?

Have an idea of what your retirement may be like and want to know how to change it?

Want to plan for a reorganization of your corporation to reach a financial goal?

No matter what you may be financially planning for, our certified and registered financial planner can help you chart the path to your goals and guide you through estate planning, will, and insurance issues and any taxation consequences you or your business may encounter.

Areas of Financial Planning

Financial planning involves more than merely establishing and following budgets. Financial planning means having a financial goal and taking the necessary steps to achieve it.

Our chartered public accountants (CPA’s) at Liu & Associates can help you establish and follow a financial plan depending on your goals:

  • Protection and risk management.
  • Estate planning and living trusts.
  • Retirement planning and identifying income needs.
  • Investment planning and identifying opportunities for improvement.
  • Tax planning and minimizing tax liabilities.

Ready to make a goal and reach it? Contact us today for more information!

Retirement

Getting ready for retirement involves more than tucking a few dollars away here and there in hopes that there will be enough to live on once you are finished working.

Setting up a healthy retirement savings means establishing a cash flow and the assets to enjoy a comfortable and secure retirement.

Most people see retirement savings as a low priority – it’s far down the road and there are other present-day financial responsibilities that need to be taken care of.

Liu & Associates is committed to helping you reach your dream retirement by helping you establish realistic goals and checking in with your progress to make sure you are on the right track.

Company Finances

The goal of any company is to make money. If you don’t have a concise idea of what your financial goals are, you could get lost in the complications of running a business.

Liu & Associates can help you focus on your company’s financial goals:

  • Increasing revenue.
  • Decreasing costs and cost control.
  • Improving margins.
  • Managing debts, interest rates and paying down balances faster.
  • Budgeting cash flow to prevent surprises.

Having a plan means defining a clear vision for your company.

How We Can Help Your Financial Situation

Liu & Associates can get you on track with financial planning by helping you determine your current financial situation and develop realistic financial goals.

We will work with you to create and implement a financial plan – but we don’t stop there. Our certified accountants can reevaluate and revise your plan to suit any financial changes.

The first step to reaching a goal is to have a plan. If you’re ready to make changes to your finances and get the ball rolling on achieving your financial dreams, book your appointment with Liu & Associates to get started!