FINANCIAL PLANNING

We treat you like you treat you!

"You worked so hard to get to where you are at! You need a trusted adviser  who understands your needs, and  help you navigate complex tax and financial issues  so you can build and protect your assets and meet your financial goals.”

 Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, student loan repayment plans, college education funding, retirement plans, insurance, tax, estate, and business succession planning.


Personal Financial Planning


  • Student loan repayment planning
  • Comprehensive personal financial planning
  • Retirement planning (including Monte Carlo analysis)
  • Social security planning
  • Life insurance planning and policy review
  • Disability insurance planning and policy review
  • Trust, estate, gift and generation-skipping tax planning
  • Review and selection of investment advisers
  • Tax implications of investments
  • Family wealth planning
  • Education funding alternatives
  • Charitable giving strategies


Tax


  • Individual income tax planning and compliance
  • Trust and estate income tax planning and compliance
  • Estate and gift tax planning and compliance
  • Analysis of conversion of qualified retirement funds from traditional to ROTH
  • Representation with the IRS, state and local taxing authorities on compliance and tax issues

Zagmout & Company CPAs Ltd.

200 E Randolph St. Suite 5100 Chicago, IL 60601

(312) 239-3716

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