Financial Planning

PREPARING FOR THE FUTURE

Financial planning is designed to help you meet your individual financial objectives. At Haynie & Company, we will analyze your present financial situation and use this to predict your future financial state. Our CPAs develop trusted relationships with our clients, and will analyze your short and long-term goals. With this information we can then determine the best steps for you to take to increase, and protect, your personal assets.

Financial Planning Services

  • Estate Planning
  • Retirement Plan Distributions
  • Charitable Giving
  • Tax Planning
  • Accounting Systems Planning

A couple meeting with a CPA for financial planning