Financial Planning & Estate Planning in Morgantown, WV

Financial Planning Helps Keep You Afloat Throughout Your Life

Looking to plan for your future? A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. The accounting experts at Vecchio & Company can assist you with securing financial freedom. We help you create a plan that will manage your risk, improve your performance, and ensure the growth of your wealth. Whether that means saving for retirement, saving for college, creating an emergency fund, or helping you invest intelligently, a CPA familiar with your situation and goals will create your individualized plan and provide guidance one-on-one.

To meet with a certified accountant and discuss planning for your future, contact Vecchio & Company today: (304) 554-3000.

Ensure Your Future with Retirement Planning

It is never too early to start planning for your retirement. Will Social Security be enough for you to live on? What happens if you get sick? Do you want to spend your retired years travelling? The certified accountants at Vecchio & Company can help you create a detailed, easy-to-maintain financial plan. A well-crafted retirement plan can assist you with securing your finances into your later years. The sooner you begin retirement planning, the easier it will be. Your accountant can help you:

Prepare a Budget

Identify Sources of Income & Amounts of Income

Decide upon Living Arrangements

Create a Plan to Reduce or Eliminate Debt

And Much More

Estate Planning – What Happens to Your Assets When You are Gone?

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.