Wealth does not lie in the money, it lies in your options. Maximize your options with our financial planning services

Estate & Gift Tax

You worked hard to provide for your family and future generations, you earned your wealth and the rights to decide how that wealth is distributed. Estate and gift planning offers you the perfect tools to preserve your wealth and pass it on to your designated beneficiaries in the manner you choose. Estate planning is the tool that binds together all your objectives, both financial and non-financial, to consider in the estate planning process.

Retirement Planning

Retirement may seem far away, but an early start gives you a head start on your finances, and setting aside more will make a dramatic difference in reaching your goals. Circumstances change and so does the economy, with these changes come the need to change your retirement plans. At Mildrid Esua, CPA, we work with you to actively plan your retirement, and stay committed to your goals. Smart beginnings often make for a better future, let’s get started today.

Investment Planning & Wealth Management

You have worked hard to build your wealth and have many choices with regards to your financial, personal and charitable objectives. At Mildrid Esua, CPA, we discuss your expectations and review your experience and then customize to your preferences to reflect your short and long term goals. Make savings a commitment and Mildrid Esua, CPA your advisor. Call us and let’s get you started on to making sound decisions.

SO HOW DOES IT WORK?

Select a service

From our portfolio of services, select the service that best describes your needs.

Set an appointment

Take advantage of our free consultation, set an appointment today with our CPA and get started on the path to your financial freedom.

Start maximizing your options

Send us your work papers and lets get started on maximizing your savings options while legally minimizing your tax liabilities.