Lifetime Financial Direction
BIK & CO provides support throughout the lifespan of its clients. Whether you work for someone else, own a business, have inherited wealth, or are fortunate enough to have won the lottery, there are still basic financial support issues that need to be addressed and monitored as you go through different stages of your life.
Financial Analysis & Planning
Children need to go to college; vacations and second homes need to be financed; and retirement funds need to be secured. Along the way, items, such as insurance, taxes, and investments, need to be evaluated, calculated, and managed. Sometimes change occurs due to health issues, the economy, or personal lifestyle needs. Our firm is here to help you create a plan, assess options, keep you informed of potential risks or opportunities, and work with you to build security that can be passed onto future generations.
It’s Never Too Late
No matter what stage of life you are in, we can provide financial direction. Our clients range from individuals starting their careers to families with young children, to executives, to business owners, to retirees. Some of our clients have been with us since the early stages of life, while others started working with us during retirement. There is no wrong time to begin addressing or refining your financial needs to accommodate your lifestyle. When you begin working with BIK, you will understand that not all CPA firms are the same.
Our Individual Support Portfolio Includes
The services below represent some of the standard services we can provide.
- Tax Planning
- Tax Return Preparation
- Personal Financial Plans
- College Planning
- Divorce Matters
- Retirement
- Estate Plans
- Gifting
- Elder Care
- Investment Monitoring
- Insurance Coverage
- Major Expenditures
