Individual Services

Choosing an accountant can be difficult, especially when it comes to your own personal finances. You may be hesitant to trust anyone with your personal information. Here at Hay & Associates, we like to build a community and long-lasting relationships between clients and CPAs.

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We are a community

Building and protecting your personal wealth requires special attention. You get one-on-one guidance, and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

 

Guiding you through the process of budgeting and saving for a comfortable life are one of our main objectives. We also identify your special needs, analyze your assets and sources of income, review estimated shortfalls, and determine the best way to save for life based on your financial situation and risk tolerance.

Look into the future

Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help reduce your risk while building increased predictability of your investment returns. We've created a strategic plan designed to help you with the most vital resources required.

 

Leave a legacy for your heirs by maximizing the value of your estate. Save tax dollars, professional fees, and court costs, Don't forget we are with you through every step of the way. Also, we help with minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs. We are here for you!

Plans?

Do you have any upcoming expenses or life changing plans. Such as planning for your child's education? We've got your back! We can accurately estimate the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls. We know how stressful it can be to balance life and worrying about your assets. We are here to make it easier for you. ​

If any unexpected events happen, protect your family. If your health is affecting your daily life, make sure you have enough money in your emergency fund and analyze your life, disability, health, home and auto insurance coverage. We can help you with any need you may require including reviewing your will and look for various powers of attorney designed to take care of your affairs in the event you become incapacitated and can't manage them yourself.

At Hay & Associates, you are never alone.

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