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Financial Planning In Evansville & Boonville 

Planning for financial success is an ongoing process that requires careful attention and coordination of all financial aspects of your life. At Umbach and Associates, our team of professional CPAs will work together to help you build and preserve your personal wealth. Our personalized and comprehensive approach to financial planning will help you manage risk, improve performance, and ensure the growth and longevity of your wealth.

The Time for Financial Planning is Now

Financial planning is often delayed for the simple reason that people are busy with day-to-day life. We believe financial planning should begin with your first career. If you are already beyond that stage of your life, then your financial planning should begin today. Perhaps you already have a retirement fund in place, and you’ve taken out a life insurance policy. This is a great start, but it’s time to bring all of your previous planning together so you have a comprehensive view of your finances. Our financial planning services in Evansville & Boonville include:

  • Retirement Planning - We can help you identify your retirement need, analyze your assets and retirement income, and help you find the best way to save for a comfortable and secure future.
  • College Savings Planning - The cost of a college education is rising exponentially, but you will be ahead of the game if you start saving now. We can estimate what you’ll need and help you address potential shortfalls now so that you can breathe easier when your kids are ready for college. 
  • Planning for a Potential Disability - We can analyze your life, disability, health, home, and auto insurance coverage, and help you set-up and contribute to an emergency fund. We can also review your will and various powers of attorney so that your affairs will be taken care of if you can’t manage them yourself. 
  • Investment Planning - What are your investment goals? We can help you minimize risk and maximize returns based on your unique goals and financial commitment.
  • Estate Planning - Leave a lasting legacy to your heirs and maximize the value of your estate. We can save you money in taxes, professional fees, and court costs, and help you plan for the financial stability of future generations.

No matter which stage of life you’re living or how much money you make, financial planning is a strategic tool that should be implemented today. Our comprehensive financial planning services in Evansville and Boonville make it easier than ever to plan for financial stability and security.

Give us a call today to schedule your initial consultation. 

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a Consultation below.

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