Services for Individuals

Owner. Parent. Investor. Spouse. No matter how you describe yourself as an individual, we have the services you need to manage wealth and plan for growth. Our team guides personal tax compliance and planning, estate and financial planning, and investment management and incorporates business planning when appropriate.

Much like our Health Growth Checklist for businesses, we review a checklist with you as an individual to determine planning issues and tax savings opportunities. We'll regularly discuss:

- changes in marital status
- health changes or concerns
- retirement plans and funding including RMD use
- IRAs and Roth IRA conversions
- beneficiary designations
- investment performance
- college funding needs
- charitable giving goals
- insurance needs

For more information, please contact Sue Peirce, speirce@applegrowth.com.

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