Money Management and Financial Planning

With today's uncertain economy and erratic markets, it is more important than ever to develop a sound financial planning strategy. Babaian CPA Associates has 35 years of experience in the field, in good times and bad. Advice regarding the following are just a few examples of how we can help:

  • Where do you put your short-term savings? In your checking or savings account? In a certificate of deposit? Money market fund? Or, under your mattress?
  • Advice as to managing and maximizing your retirement plan benefits
  • What about changing jobs? The wrong move when changing jobs can cost you thousands in taxes, penalties, and forfeited employer matches.
  • Should you rent or buy a home or commercial property?
  • Guidance in financing options including loans from the Small Business Association (SBA)
  • Financial forecasting and projections

Whether it's developing an investment strategy with a financial planner or maximizing the use of your money today, we can help. Let us assist you in navigating through today's choppy waters.