Cultivating and growing the resources needed to reach your financial and lifestyle goals starts with a well-crafted investment strategy. A qualified CPA's expert insight provides the foundation on which you can build a sound investment plan. At Lizza & Associates we can help to:
Evaluate your assets, liabilities, and cash flow, which will allow us to determine how to best meet your current financial needs.
Develop a plan that meets your short-term and long-term financial goals, is consistent with your risk tolerance, and has the potential to generate optimal returns during the time you have to invest.
Provide strategies for managing a sudden financial setback or windfall, including the best ways to use, manage, and protect your resources.