Services

Our Services

Our decades of tax planning, accounting and business advisory experience lend themselves perfectly to our wealth management services. Together, we are able to offer more comprehensive strategies that better suit your needs.

Our services include:

Business Strategies

Efficient tax compliance, valued added strategic tax planning, accounting, and business advisory services to grow value.

Life Insurance

Life insurance is a strategic financial vehicle that can help protect yourself, your business, and your family.

Tax-Efficient Strategies

Your wealth management and tax planning strategies should work together efficiently.

Goal-Based Planning

We follow a step-by-step process to help formulate your financial plans and goals before making recommendations.

Strategic Investing

Our investment recommendations consider your risk tolerance. Alternative strategies for the unexpected at each stage of the investment cycle – growth, preservation, income.

Financial Consulting

We help our clients become more financially literate to stay current in ever more complex world of finance.

We Also Offer:

Asset Allocation

Wealth Management

Asset and Liability Management

Financial Planning

Insurance Planning

Wealth Replacement Planning

Gifting Insurance Retirement Planning

Financial Education

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jlm@mottramcpas.com | 214-543-1855