Your Retire360™ Checklist: 10 Items for Your Financial Bucket List
Retirement Planning: Is it time for a retirement checkup? Do you know when you will be able to retire?
Investment Planning: Does each of your investments have its own purpose, time horizon, and risk tolerance?
Taxes: Planning, Mitigation & Efficiency (review annually at tax time)
Education & Support: Our goal is to organize and simplify your financial roadmap.
Debt Elimination: Make Interest, don't pay interest.
Cash Flow Management: Do you know how much you need each month in retirement and where your income will come from?
Risk Management & Insurance Planning: Are you properly insured to reduce risk and protect the future of loved ones?
Estate: When is the last time you reviewed your estate planning and beneficiaries?
Charitable Giving: Are you achieving optimum tax efficient with your charitable giving?
Business Owners: What are you doing to retain talent? Do you have the best benefits and retirement plan that fits your culture? Are you planning for succession planning & have a completed valuation? Is your tax situation optimized?
Since then, we have grown steadily as a full service certified public accounting firm. Our client base has increased from 400 to over 1,700. They range in type and size from individual tax returns to small businesses to international companies with sales of over $75,000,000. Most of our new clients have come through referrals from current clients, local bankers and attorneys.
DeLong & Brower is much more than just a CPA firm. We are active members of the local community. Many from our staff are members of, or serve on, the boards of local organizations, service clubs, churches, nonprofit organizations and college fund raising groups. Our contacts in the business community are an important part of our ability to help our clients. We not only work to keep our clients’ businesses running smoothly and profitably, but volunteer our time to keep the West Michigan area a great place to live and work. We are members of the Michigan Association of CPA's, American Institute of CPA's, American Payroll Association and Michigan West Coast Chamber of Commerce
Financial Services
