The cornerstones of personal financial health are:
1. Having goals
2. Having a plan
3. Having a trusted advisor

At Galusha, Higgins & Galusha, we start with the trusted advisor. Clients are paired with a CPA who specializes in their areas of need. What’s more, we encourage clients to talk to several CPAs within our offices to find the right fit.

Once the first cornerstone is set, you’ll discuss goals and develop a plan that may be as simple as tax planning. Or may include estate planning, saving for a child’s education, or for a comfortable retirement.

The point is, you’ll work toward goals using the services and advice of an individual you’ll come to trust.