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Financial Planning

Financial planning is the most critical service offered by us to help individuals, families, and businesses achieve their financial goals, make informed decisions, and secure their financial future. Here's an overview of the financial planning services that are provided by THSCPA:

Retirement Planning

Assisting clients in creating a comprehensive retirement strategy that includes estimating retirement needs, optimizing retirement account contributions, and determining withdrawal strategies to ensure a comfortable retirement

College Education/Funding Plans

Developing strategies to save and invest for higher education expenses, including 529 college savings plans, Coverdell Education Savings Accounts, and other education-specific investment options.

Employee Retirement Plans

Advising businesses on establishing and managing employee retirement plans and pension plans, to provide attractive benefits for employees.

Insurance Plans

a. Life and Health: Evaluating life and health insurance needs to provide financial protection for loved ones and manage medical expenses. b. Long-Term Care: Advising on long-term care insurance or alternative strategies to cover potential costs of extended care services.


Providing information and guidance on annuity options, which can offer guaranteed income streams during retirement.


Assisting clients in creating wills and trusts to outline the distribution of assets and provide for loved ones according to their wishes.

Estate Planning

Developing strategies to minimize estate taxes and ensure a smooth transfer of assets to heirs or beneficiaries, often involving trusts and other legal structures.

The world of financial services is vast and multifaceted, but armed with knowledge and guidance, you can navigate it successfully. Whether you're planning for retirement, securing your family's future, or ensuring your business's financial health, these essential financial services are your tools for making informed decisions. Consulting with experts from THSCPA can provide personalized guidance tailored to your unique circumstances. Remember, your financial journey is a lifelong endeavor, and with the right strategies, you can set yourself up for a prosperous and worry-free future.
  • Please contact Himanshu to schedule an appointment :
  • Mon-Fri 9am-6pm
  • Saturdays 9am – 2pm
  • Sunday with appointment Only