Duvall & Associates, Inc.

 

 

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Financial Planning

Duvall & Associates, Inc. has the financial resources to guide clients and help them plan for the pivotal points in their financial futures such as family education, disability, retirement and death.

Unlike other CPA firms striving to "do it all", Duvall's does not sell financial & insurance products preferring instead to recommend independent professionals for same.  Such a contrarian approach leaves the firm independent to advise clients & monitor the performance of outside financial professionals on the team.

Financial planning services provided to clients include:

  • Financial & cash flow projections to meet future needs

  • Planning for family education

  • Estate & gift planning

  • Retirement plan consulting

  • Insurance & investment consulting & monitoring services

  • Elderly care financial services

  • Charitable contribution planning

 

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Email to Harold Niekamp
Copyright © 2002 Duvall & Associates Inc. All rights reserved.
Revised: March 15, 2005