Call Us: (602) 571-9477

Scottsdale Arizona CPA


Creating Financial Freedom!

Building and preserving your personal wealth requires specialized attention. Our Firm in Scottsdale will ensure that 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.

We help you. . .

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

  • Pay for your child's college education by accurately estimating 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. Develop an optimal savings plan given your financial situation and risk tolerance.

  • Protect your family in case you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We can also review your current will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

  • Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

  • Leave a legacy for your heirs by maximizing the value of your estate and saving tax dollars, professional fees, and court costs. Minimize the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We can also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a free consultation below.

Name
Phone
Email
Best Time To Call
Comments
CAPTCHA Image

[ Show a different Image ]


Firm Mission

The FIRM MISSION of P. CURTIS BLACK, CPA, is to value PEOPLE, provide quality SERVICE, and insure exceptional personal RESULTS.

Subscribe to our Emailed Newsletter


Featured Articles

AICPA
AZ Society of CPAS
CPA