WMA Consulting


Custom Financial Services:
• Source insurance needs – personal health insurance, business liability insurance
• Preparation of personal financial statements
• Coordination with tax accountant for preparing tax returns
• Personal expense payments and reports
• Family meeting coordination
• Work with family to meet needs of children (i.e. budgeting, monetary assistance, tuition/schooling programs)
• Accounting for special projects
• Creation and monitoring of financial plan
• Assistance with asset purchases and disposals
• Coordinate with financial advisers for comprehensive reporting without needing to have all assets held by one financial institution or adviser.
• Review of small business financials for businesses owned by client
• Assistance with philanthropic efforts

Source: http://wmaconsulting.com/

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