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Financial Planning

  • Budgets & Projections
  • Business Planning
  • Business Valuations
  • Cash Flow Projections
  • Retirement Planning

Individuals as well as businesses need financial and tax planning. Lombardo Ayers & Company, LLC are able to advise clients of pending changes to further reduce their tax liabilities and assist in their financial planning.

Estate planning mechanisms including insurance, trusts, elder care asset protection and timely asset distribution can greatly reduce or eliminate federal estate or inheritance taxes. It also includes asset protection, exit-strategy planning for business owners in structuring legacy planning, buy-sell agreements and mergers and acquisitions.

By personally getting to know their clients, LA & Company, LLC is better able to assist them with all of their personal planning. Whether it’s a dream to put a child through college or a look toward the golden years, LA & Company, LLC is prepared to give clients the sound advice they need to invest wisely in their future. LA & Company, LLC will work with your current financial advisor to insure that your objectives and goals are being met from a personal, business and estate tax perspective to facilitate future cash flows being distributed to the client from their assets with an eye for minimizing potential tax burdens that could reduce anticipated income streams.