Learn More About Our Services


Accounting Services

Accounting Services

With over 30 years experience in private industry, publicly-held corporations and government entities, we've pretty much seen it all.  Whether it's a Form 990 or assistance with medical billing let us help you keep your train on the finance track.


Other Services

Small Business Management

We can help you value your business for sale and help structure the arrangement, or provide you with the information needed to decide how to set up your new business.  No matter where you are in the business life cycle, don't hesitate to ask for help in making key decisions that are right for you and your family.


Financial Planning

Financial Planning

 

We all need a roadmap.  Whether you are nearing retirement, just entering the workforce, or emerging from a devastating death or divorce - you need a plan. We take a holistic approach to financial planning and can help you manage your financial life in concert with your personal values and goals.  

What We Do

  • Create and manage individually tailored investment portfolios
  • Develop pre-retirement projections and plans
  • Provide tax planning
  • Generate and manage income in retirement
  • Assist through life transitions such as marriage, divorce or death

               

Investment advisory services are offered in affiliation with Personal Financial Planning, LLC.  We are a registered investment advisory firm in Alabama and Texas, and serve clients in other states as permitted by law.

Send Us a Message

We would love to hear from you!

251-342-7377 necie@personalfinplan.com

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