Personal tax & financial consulting

Whether you’re planning for retirement, saving for your children’s education or growing a family business, every decision you make will affect your financial future. At Watkins Meegan, we’ll help you make the right decisions to reach your goals – both personal and professional.

In addition to personal tax preparation and planning, we provide financial consulting in the following areas:

• Budgeting
• Business succession planning
• Charitable giving
• Debt management
• Education funding
• Estate and trust planning
• Insurance needs analysis
• Investment analysis
• Retirement distribution planning
• Retirement planning