At M & R CPA Services, PSC, we are vastly trained in personal financial planning. We provide assistance to our clients in the different matters that come up in the personal financial planning process.


fin consultingFinancial Planning is a process where you set your personal objectives in life whether they are buying a second home, your kids’ college tuition funding, retirement and set a definite plan to achieve them. It involves determining how much we have today to accomplish our goal(s), establishing the amounts needed for each planned objective based on timing and investment return expectations.

This plan must be reviewed regularly in order to take into account changes in your personal circumstances, the availability of new products, and varying conditions in the financial markets. We specialize in both family and business planning so our clients may achieve the greatest success possible.