Financial Planning

Helping clients deal with various financial considerations is an essential part of Kreischer Miller’s client service offerings. As trusted advisors to our clients, we help with financial decision-making. The various types include:

• Financial and tax implications of buying and selling real estate properties, including consideration of like-kind exchanges;
• Planning alternatives for funding children and grandchildren’s educations;
• Financial and tax implications of different types of life, disability, and long-term care insurances;
• Advice and financial analysis regarding lease versus buy decisions;
• Financial and tax considerations of debt reductions or payoff;
• Tax advice and evaluation of investment products such as low-income housing investments, leasing partnerships, oil and gas investments, various insurance products, etc.;
• Retirement planning;
• Assessment of investment performances.