Habif, Arogeti & Wynne, LLP focuses on personal finance planning, estate planning and related areas. This team of professionals includes individuals with backgrounds in accounting, law, taxation, insurance, investments, and financial and estate planning. We have the ability to evaluate individual business financial situations and assist you in planning for the future.

We provide the following services:

• Personal Financial Planning
• Investment Plan Design
• Estate and Gift Transfer Planning, including Analysis of Wills
• Executive Compensation Planning
• Charitable Planning
• Retirement Plan Distribution Analysis
• Elder Care and Benefits Planning
• Business Transition Planning
• Merger and Acquisition Consulting
• Insurance Needs Planning and Policy Analysis
• Income Tax Planning and Compliance