Certified Public Accountants and Consultants
phone

Lexington: 336-248-8281

phone

Charlotte: 704-372-0960

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Raleigh: 919-832-6848

Personal Financial Planning

To us, personal financial planning is simple. It’s all about building and protecting the wealth and assets you have worked so hard for. From the feasibility of instituting trusts to business succession planning, retirement planning, gifting programs, and other issues that affect you and your family, we can guide you through the design, decision and implementation of personalized financial plans that help you attain your financial goals.

Retirement planning should be done as early as possible during your working career. But it’s never too late to plan if you’ve never had a professional plan done for you. Making sure you have sufficient assets to enjoy your retirement is something we’ve all thought about. We suggest you do something about it and give Rives & Associates a call today.