Personal Financial and Estate Planning

You would be surprised how many people go through life without planning for their financial future. They live day-to-day and end up at retirement with little to show for it. Mihoda can help you proactively foresee financial pitfalls and leverage your finances to your benefit.

If you are one of those people who has been putting off financial planning, please be assured that we will treat you with kindness and respect during your time with us. We understand many people don’t love working with finances like we do and feel uncomfortable talking about them with others.

We’re knowledgeable about the structure and implications of different taxes and stay up-to-date on current tax trends. We can help you be prepared for unanticipated financial setbacks through proper documentation and financial goal-setting. Don’t let your personal finances get in the way of your future. 

Establish Financial Plans and Goals

We will help you evaluate and make plans for retirement, education and business. We will work with you to assess your current standing. We’ll figure out where you want to get and then show you steps to take to reach those goals. As your lifelong accountant, we can meet with you every year to evaluate and adjust your plans to continue moving toward those goals.

We’ve done this with many other clients so we know what to expect in the future. There are certain rules of thumb to guide you. But we also recognize there are exceptions, and we make provision to accommodate those exceptions.

The goals for our financial planning are the following:

• Optimize return on investments
• Fiduciary responsibilities
• Minimize income tax
• Minimize estate tax

Our goal is to help you live comfortably today and know you have a sense of security for the future. 

Please call us at (303) 789-1933 to learn more about our personal financial and estate planning services. You may also fill out a contact form if you are reading this after business hours. We look forward to helping you.