Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. G. James Kmetz, CPA provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Our financial planning services include:

  • Investment Consulting
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning
  • College Financial Planning
  • If it's not listed, just ask!