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Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
We help you…
- Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
- Pay for your child’s college education by accurately estimating the amount of money you’ll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
- Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can’t manage them yourself.
- Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
- Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.
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We have sent your request information to your email.Our Clients Says
After having gone through several Accountants to help manage my multiple businesses, I finally came to Per Accounting and plan to stay with them. They not only helped with taxes, but always available to answer questions and lend a hand.
Greg Batista
Sathananthasivam has gone out of his way to fix the mistakes of our agency’s former CPA. His home health care knowledge base, professionalism, attention to detail and honest concern for deadlines is second-to-none. He made our business expansion a breeze when he edited a complex project for us under time constraints. I cannot see myself working with another CPA.
Sarah Pizarro
If you are looking for an accountant that is dedicated, available and is honest and sincere then Sathananthasivamis your man. He will never disappoint you. We would never leave him since we have been a client for over 25 years now ! We consider him family because that is the way he treats us.
Ken Bailey
Ready to come in for an appointment?
Call us at (403) 973-2311 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!