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Massey Itschner & Company, P.C., founded its financial planning division with the mission of aiding its clients in understanding, evaluating and achieving their financial goals. The CPA profession has built a respected reputation over the years as a result of providing independent and unbiased advice to clients. In developing Massey Itschner & Company, P.C.’s financial planning division, it was critical to develop a process that continued to provide independence and unbiased advice, while at the same time, insuring that planning strategies and objectives of the client are properly carried out.
The process includes planning and evaluation to develop comprehensive financial strategies that are tailored to each individual client to help build, preserve and maximize their wealth.
Our services, through implementation and ongoing consistent monitoring, are designed to help clients integrate investment strategies, tax planning and risk management into a plan that reflects their financial goals.
We assist clients with investment planning and management, retirement planning, estate plans, insurance needs analysis, education funding and business succession planning.