Personal Financial Planning

Securing Your Financial Freedom with Personal Financial Planning at Watson CPA

Working with you to develop custom tailored wealth strategies in order to improve growth, performance and longevity based on your financial needs and your specific circumstances or tax situations is what you can expect from Watson CPA’s personal financial planning services.

Retirement Planning

At Watson CPA we review your assets, income, retirement income, and take a look at areas where improvement may be necessary. There is no one size fits all when it comes to planning for your retirement. Your specific situation and your needs are taken into consideration in order to create a retirement savings plan that works best for you and your financial situation.

College Costs – Paying for Your Child’s Education

One of the proudest moments in a parent’s life can also be one of the most overwhelming financially if you don’t have a plan in place. We can help bring you peace of mind by reviewing your specific financial situation, looking at how much you can expect to spend on your child’s education and creating a savings plan. We work with you to develop a savings strategy so that you and your child will feel secure in their future.

Emergency Funds – Financial Planning For Unexpected Events

Watson CPA can help you plan for any emergency that may come your way. Assessing your financial situation, along with insurance such as health, home, auto and life and your needs and those of your family, Watson CPA will create a savings plan that ensures you have emergency funds available when you need it.

These are just a few of the common financial planning situations that Watson CPA can help you prepare for. Fill out the contact form below for more information or call us now at Call 317-848-9938 to see if Watson CPA can help you with a personal financial plan for your specific situation.

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