Arendholz Bryan & Associates, PC - Financial Planning, Accounting & Services
Financial Planning, Financial Accounting & Financial Services
203-483-7333
We are a full service accounting and financial service firm located in Branford, Connecticut. We offer a wide array of accounting, taxation, and consulting services to individuals, and small to large businesses. In addition, we also provide estate planning, asset protection strategies, litigation preparation, life and retirement planning, and representation before the IRS.
Our team is fully committed to helping our clients successfully reach their financial and personal objectives. To date, the clients we have helped encompasses a broad range of industries, including retail, construction, manufacturing, distribution, restaurant, real estate, professional services and not-for-profit.
Our cutting edge services, ideas & solutions will propel your business forward above and beyond the limitations of your competitors. Whether it’s helping to clarify your business and personal goals, creating a LIFE PLAN to achieve those goals, improving profitability and cash flow, installing management measurement and monitoring systems to improve performance, or a host of other services Arendholz Bryan can be an extraordinary business partner for you. As a member of the CSCPA and AICPA has access to training, resources and tools that allows us to be your premier business growth advisor.
Personal Financial Planning
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.
Estate Planning
Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.
We help you...
Clearly define your estate planning goals.
Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
Evaluate and recommend estate planning options.
Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
Decrease the problems and expenses associated with probate.
Lessen taxes at time of death.
Arrange for management of your estate in the event you are incapacitated.
Draft a working plan for conserving and effectively managing your estate after death.
Transfer the assets of your estate to heirs the way you want.
Organize fair and adequate liquidation of estate to cover taxes and other expenses.
Amend your plan as needed.
You also get help with...
Living Wills and Trusts.
Lifetime Family Wealth Transfers.
Family partnerships and other business relationships.
Leaving money to charities.
Preparation for estate and trust tax problems.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
Life & Retirement Planning
Learn how great rewards begin with the first step.
They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it may be more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that can help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.
College Planning
Debt Resolution
It is our vision to be the "best in class" accounting, tax and business consulting firm by every standard that matters.
We welcome you to take a moment and browse our website and learn more about how we can be of service to you. Thank you for visiting, we look forward to working with you!
Arendholz Bryan & Associates, PC
Financial Planning, Financial Accounting & Financial Services
14 Summit Place, Suite 201
Branford, CT 06405
Phone (203) 483-7333
Fax (203)483-8320
info@abapc.com
https://http://www.abapc.com/Services/Individuals/FinancialPlanning.aspx
