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Financial Planning

The word financial planning often conjures up the thought of life insurance. But at Jeffrey L. Sailor, CPA, PA, we don't sell insurance and we don't sell investments, so there is no conflict of interest.

We meet with you to help define your financial goals and then design a plan to meet those goals. We can then help you with selecting other professionals to handle investments, insurance, legal issues or other matters which may be a part of the plan.

We can then meet once a year to make sure that everything is going according to the plan and make adjustments if necessary.

Tax Preparation Tax Planning
Financial Planning Personal Financial Statements