INVESTMENT AND RETIREMENT PLANNING

We are in a unique position to assist you with your investment and retirement planning needs. We are already familiar with your financial affairs. We can assist in such matters as:

• Review a potential investment.

• Advise about alternative retirement plans for your business.

• Develop a succession plan for your business so that it may be passed on to the next generation with the least amount of inheritance tax.

• Assist you in obtaining financing for an investment by helping with gathering and summarizing information and packaging that information in the best way.

We have worked with many clients and their attorneys in this important area and look forward to sharing our expertise with you.

INVESTMENT AND RETIREMENT PLANNING LINKS

Social Security Administration Home Page

The Social Security Administration web site is another excellent source for information on Social Security - publications, what's new, Medicare, FAQ (Frequently Asked Questions), and forms that can be downloaded.

Pennsylvania Mortgage Rates

Check out the latest Pennsylvania Mortgage Rates at this site.

Bank Rates in the United States or Money's Bank Rates

Check out the bank rates across the United States at these sites.

Send mail to bmncpa@bmn-cpa.com with questions or comments about this web site.
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