PLANNING

FINANCIAL & RETIREMENT PLANNING

Whether it be employee retirement plans, personal retirement plans and or financial plans for your business, we do it all. Delivering a package that not only achieves your own goals, but deliver that plan in a cost effective way. 

TAX PREPARATION

When it comes down to filing taxes and maximizing your earnings, our expert knowledge of tax preparation will ensure that your money gets back in your hands in the most cost effective way possible.

ESTATE & TRUST PLANNING

McAfee, & Associates, P.C.'s role is to help you navigate the complex and ever changing tax laws. We facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate to avoid complications and to be sure you have peace at mind.

BENEFITS:

Financial security for loved ones

Smooth succession of your business

Minimize tax liability on beneficiaries

INSURANCE PLANNING

McAfee & Associates assists with the Planning of Insurance with exception of Casualty Insurance Planning. If (CIP) is in your interest, we have the resources to accommodate those needs.