Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, the firm’s experienced staff can assist you in achieving your company’s financial goals.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, Burkey & Cox can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Effective coordination of the transition of your business to your successors is critical to ensure its continued success, once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, Burkey & Cox is fully qualified to address the complex issues of business continuation and to develop a strategically sound plan.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. Burkey & Cox can guide you through the complex process of getting your financial affairs in order.