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. |