Financial Planning

Podraza CPA’s financial planning services help assess every aspect of your financial life – including savings, investment, insurance, taxes, retirement and estate planning. Our integrated approach provides unparalleled value in the financial services industry.

Through our parent corporation, Podraza Wealth Management, we are able to provide holistic financial management services that help our clients plan for life’s most complex financial challenges. Podraza Wealth Management is also the parent corporation two our two sister companies, Podraza Financial Advisors, a Registered Investment Advisory (RIA) firm and Podraza Insurance, a specialty insurance company that focuses on life insurance, annuities, disability insurance and long-term care. Through these three entities we are able to coordinate nearly every aspect of our client’s financial lives.

Podraza CPA can quarterback the financial planning process by developing, implementing and monitoring your financial plan. Accounting services, such as personal financial statement preparation, are used to assess and track your financial position. Attestation services, such as financial modeling and forecasting, can be used to project your financial position given the investment and risk strategy you choose.

Podraza Financial Advisors works hand in hand with our firm to coordinate you portfolio and tax management strategy to maximize your after-tax returns. Podraza Insurance helps us shift unacceptable risk levels to insurance providers to help us achieve your retirement and estate planning objectives.

Our financial planning service specifically addresses issues such as:

  • Emergency Fund Planning
  • Portfolio Management
  • Education Planning
  • Retirement Planning
  • Tax Planning
  • Risk Management / Insurance Planning
  • Health Care Planning
  • Gift and Estate Planning
  • Charitable Giving

We maintain an extensive network of prestigious financial institutions and law firms to help us deliver extensive professional management of your financial affairs. Whether we are engaged for a single-purpose financial planning engagement, a multiple-purpose financial planning engagement or for holistic financial planning, we are confident that you will experience an unmatched level of service and professionalism you experience working with us.

Call us today to find out how Podraza CPA can help you achieve your financial planning objectives

Podraza CPA's financial planning services help assess every aspect of your financial life - including savings, investment, insurance, taxes, retirement and estate planning.  Our integrated approach provides unparalleled value in the financial services industry.