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Financial Planning Services

Houston financial planning servicesHaskins & Associates PC specializes in financial planning services to preserve wealth and protect your assets for the future. Our vast knowledge of financial services gives us the insight to help clients make critical decisions that affect their future. We spend considerable time developing a thorough understanding of your personal financial goals so we can coordinate a personalized plan that will allow you to feel confident and well-prepared for the years to come. We analyze your assets, sources of retirement income, investment options, and consider various alternatives for retirement planning, in order to maximize the value of your estate.

Planning adequately for the financial security of you and your family requires the assistance of a qualified professional like Haskins & Associates PC. Our Houston, Houston CPA has been working with local individuals and families for many years and we strive to build a lifelong relationship with each of our clients.

Learn more at our Financial Planning website

Get your financial advice from a trusted CPA and Personal Finacial Specialist. Request a free consultation through our website to learn more or call 713-228-1040 now.

Our financial services for individuals include:

  • Retirement planning
  • Estate planning
  • Retirement plan evaluations (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
  • Life insurance, health insurance & disability planning
  • Mutual fund advising
  • Trust planning
  • 401k/IRA rollovers and distributions

Our financial services for businesses include:

  • Succession planning for businesses
  • Buy/sell agreements
  • Employee benefit plans
  • Retirement plan evaluations to reduce taxes
Call Us Today
713-228-1040

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