Personal Financial Planning Services
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At RNK, we understand that tax planning by itself is not enough to assure a secure financial future. Changing tax laws, interest rates and an ever-changing global economy, make it necessary for a forward-thinking financial services firm to anticipate client needs. We know that it is no longer enough to prepare income tax returns, but to provide a plan that will look out to the future, as well as provide guidance for life situations. We not only give our clients assistance on lowering taxes, but also in reaching goals of educating children and grandchildren, obtaining a secure retirement, and more informed investment decisions.
We also advise on estate planning mattersincluding business succession planning, creation of appropriate structures, gifting programs, insurance trusts, and other arrangements.
RNK does not represent vendors of financial products. As Certified Public Accountants and consultants, we maintain objectivity and independence. We never charge commissions to you, nor do we earn commissions from sellers of financial products.
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©2010 Rosenberg, Neuwirth & Kuchner. All rights reserved.
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