Investment Planning

 

 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. 

Headquarters:

1099 Wall Street West

Suite 170

Lyndhurst, New Jersey 07071

 

Copyright © 2019 Lizza, Kmetz & Associates LLP

Hoboken Office

306 Washington Street

Suite 203

Hoboken, New Jersey 07030

 

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