Fee for Service Financial Planning

Strategies Tailored to Your Unique Needs

Entrepreneurs don’t run their businesses in a bubble. As qualified CPAs we can bridge the gap between assets in a corporation and personal wealth.

Let us teach you a few financial planning tricks by combining our tax and banking experience to create the right financial plan customized for your needs.

Consider us as your one-stop fee for service financial planning hub.

Guiding you through your most significant financial decisions

How much do I need to save to retire earlier?

How can I grow my net worth?

How can I reduce my tax exposure so more of my money stays invested?

How can I afford that dream house I have always wanted?

What are the sources of income I can rely on in retirement?

The AMLB financial planning process

Our fee for service financial planners take the time to understand your current financial situation and goals and build a plan that is customized for you and your family.


Let’s Chat

Tell us about your goals and we will take the time to learn about your business and personal financial situation. We take a personalized approach with our clients so they are involved in every decision we recommend.


Let’s Build, Together

We construct a plan based on a deep understanding of your needs. We use our expertise in finance and tax to ensure you maximize tax opportunities and are positioned to meet your financial objectives.


Let’s Review And Make It Happen

At the end of our journey, we create an easy to read report that provides you with a roadmap in plain language showing you how you can meet your financial objectives. But we don’t stop there; we also provide you with some financial planning tricks that you can use in the future and most importantly, we teach you to be financially savvy!

Our Financial Planning Services 

Retirement Planning

Tax Efficient Strategies

Investment Allocation

Personalized Net Worth Statement

Cash Flow Management

Major Asset Purchase Decision Support

What Our Clients Are Saying

Ready to explore a brand new way to grow your business?

Schedule a complimentary business review today!

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