Financial & Retirement Planning

For Individuals

A Comprehensive Approach to Financial Security

Achieve your short- and long-term financial goals with a goal-oriented financial plan designed to strengthen your financial security and guide you through life’s major decisions.

A well-structured financial plan is essential for navigating the challenges that arise at every stage of life. Meicher CPAs works with you to assess your unique financial needs and develop personalized strategies that align with your objectives. Whether you’re planning for retirement, funding a college education, or preparing for unexpected expenses, we’re here to help you build a plan that delivers lasting financial security.

Guidance for Every Financial Milestone

Our team collaborates with your financial adviser to guide you through critical decisions, including:

Asset Allocation

Designing a balanced investment strategy.

Investment Monitoring

Tracking performance and adjusting as needed.

College Education Funding

Strategies to prepare for tuition costs.

Retirement Planning

Creating a strategy for a comfortable retirement.

Insurance and Tax Planning

Optimizing coverage and minimizing tax liabilities.

Estate and Business Succession Planning

Securing your legacy for future generations.

OTHER Individual SERVICES

Tax Planning & Preparation

Tax planning and preparation for our individual clients.

Estate & Trust Tax Preparation

A full-service process that helps streamline your estate and trust tax process.

Financial Planning

Long term goal management through finance organization.

Other Services

Other individual Services that we provide.

Get Started

With Meicher CPAs, you’ll receive personalized, actionable advice to strengthen your financial position and give you confidence in achieving your life’s goals.