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SERVICES

Our office offers a wide range of services to our individual and business clients.

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PRIVACY POLICY

CPAs, like all providers of personal financial services, are now required by law to inform their.

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FINANCIAL PLANNING FOR INDIVIDUALS

Time is money when planning your financial future. Whether you’re just starting out, enjoying your prime years, or approaching retirement, you may have already spent a good deal of time puzzling over your financial picture for the future. We will help save you time and money by assisting you as your financial advisor and speeding up the process towards your financial security. We can assist you in the following areas:

  • AIDING INDIVIDUALS

  • Investment Planning

  • Education Planning

  • Retirement Planning

 

AIDING INDIVIDUALS

At Shaker Enterprises, APC, we take a comprehensive approach to helping our clients with their personal tax and financial matters. Building and preserving wealth means reviewing the past, analyzing the present, and preparing for the future.

COMPREHENSIVE FINANCIAL SERVICES FOR INDIVIDUALS

Investment Planning
Forget get rich schemes. Strategic planning is the best plan of attack when dealing with your future. Conserving capital and minimizing taxes are two important considerations when you develop your financial goals. The problem is finding a strategy that can help you work toward your goals in today’s ever-changing economy. A way to remedy this is to seek the advice of professional investment planners who have specialized training in money matters. Our financial planning goal at Shaker Enterprises, APC is to protect your wealth and continue to make your money work for you.

Education Planning
It’s never too early to plan for your child’s education. Education planning is a big concern for you as a parent. After all, everything you can do now to set up college funding for the future can lessen the financial burden when the college years actually arrive. Let us help you identify your education planning goals and develop a plan to meet those goals by implementing the many incentives available to you under the current tax law.

Retirement Planning
Sixty-five years to prepare and it still creeps up on us! With the fast pace of everyday life, retirement planning isn’t always a top priority. Retirement and procrastination definitely don’t mix. But the good news is it’s not too late to start. Allow us to help you with the challenging decisions you will be faced with involving 401(k) rollovers, pension funds, and other distributions. It’s often overwhelming. That is why Shaker Enterprises, APC is here to assist you in making sound decisions based on your retirement goals.