At Updegrove, Combs & McDaniel, we understand that people have needs and goals that are unique. That is why we take the time to talk with our clients and learn about what they hope to accomplish, both short term and into the future.
UCM will work with you to design a plan that will address your needs and help you to achieve your goals. Our services include:
- Defining your goals
- Evaluating and recommending options that address your goals
- Providing referrals to and coordinating efforts with related professionals such as attorneys, insurance agents and investment professionals
- Addressing issues to minimize tax
Parents can choose from a number of programs to set aside money to fund their children’s education and minimize your tax liability. UCM can help you select the plan that is most suitable for you.
Do you think it’s too early or too late to plan for your retirement? The answer is “No”. UCM can help you develop a plan based on your timeline for retirement and the standard of living you hope to maintain in retirement.
Creating a strategy for your estate that will protect your assets, provide security for your heirs and minimize estate and wealth transfer taxes is complicated. Professionals at Updegrove, Combs & McDaniel can guide you through the development and assist you and your family with implementing a plan including preparation of annual tax returns and business and family succession planning.