Washington, DC - Phoenix, AZ
ph: 202-386-6224 / 602-912-5726
fax: 202-370-6403 / 602-912-5728
Contact us by Email
Mimi Stansbury
JD, CPA/PFS, CFP®, CDFA™
Whether it is planning for your children's college education or your own retirement, we can help you develop a plan that will best meet your overall financial objectives and optimize your tax situation.
Considering the rising cost of college education, you may be concerned that your current savings plan may not be sufficient to cover your children's college costs.
We can help you estimate the future college costs and develop a funding plan.
Your college funding plan may include:
Do you know if you are saving too much or too little for your retirement?
We can help you estimate your cash flow needs for retirement and identify potential sources for your retirement cash flow.
Your retirement cash flow may come from:
We will help to monitor your retirement plan to make sure you are on the right track to meet your retirement objectives and adjust the plan when needed.