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We guide our clients through the increasingly complex maze of
business and financial issues.
To provide sound financial advice we must know our clients
well. We look beyond the obvious -- identifying ways to advance your
personal and business financial interests.
Our clients view us as trusted advisors as well as accountants and
tax professionals.
Creating Financial Freedom!
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Building and preserving your personal wealth requires specialized
attention. You get one-on-one guidance and a comprehensive financial
plan that helps manage risk,
improve performance, and ensure the growth and longevity of your
wealth.
We help you...
*Save enough for a comfortable retirement by identifying your
retirement needs, analyzing your assets and sources of retirement
income, reviewing estimated shortfalls, and
identifying the best ways to save for retirement given your
financial situation and risk tolerance.
*Pay for your child's college education by accurately estimating the
amount of money you'll need, analyzing your assets, reviewing
estimated shortfalls and considering
general alternatives and strategies to help address these potential
shortfalls, and developing an optimal savings plan given your
financial situation and risk tolerance.
*Protect your family in case of you become disabled by ensuring you
have enough money in your emergency fund and analyzing your life,
disability, health, home, and auto
insurance coverage. We also review your will and various powers of
attorney designed to take care of your affairs in the event you are
incapacitated and can't manage them
yourself.
*Achieve your investment goals by identifying the steps needed to
maximize your investment returns as well as the steps needed to help
minimize your risk while building
increased predictability of your investment returns.
*Leave a legacy for your heirs by maximizing the value of your
estate by saving tax dollars, professional fees, and court costs. As
well as minimizing the costs of probate,
creditors, lawyers, and estate taxes, which can negatively impact
the value of your estate. We also help you stay in control of your
affairs by providing a road map for
passing your estate on to your heirs.
Need money to grow your business?
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Requesting a business loan without adequate preparation sends a
clear message to the lender: High Risk! Therefore, it pays to be
prepared and organized in your approach
for financing.
Put your best foot forward by allowing us to prepare a winning loan
proposal for you. Our proposals have a high likelihood of success
because they're created from the
lender's perspective.
You get the money you need because we know exactly what banks want
to see. Even more importantly, we know how to prove to them that
you'll be able to pay them back.
Love, Cody & Company, CPAs
115 Elm St.
Bennington, VT, 05201
info@lovecody.com
Phone: (802) 442-5552
Fax: (802) 442-7314
Vermont : Financial Advisor in Bennington :
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