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!