With Simeon Saturn, CPA you receive personalized one-on-one guidance along with a comprehensive strategy that will help you manage risks, improve performance, and ensure the growth and longevity of your wealth.

While accounting is my passion and expertise, it certainly is not much fun for you. 

Many of my high net worth clients have finance and accounting needs that require basic, yet valuable services. Rather than deal with the expense and hassle of employing part-time or full-time staff members, many clients simple engage with Simeon Simon, CPA to provide the personalized accounting services for them at the fraction of the cost.

Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death.

Estate planning can help establish a platform you can fine-tune as your personal and financial situations change. The key question to ask yourself is: How do you want your assets distributed if you die or are incapacitated?

My firm can help you identify your unique situation and the nature of your relationships. I consult, recommend, and offer useful research tools to make your planning simple and worry-free.

Here are a few basic steps to take when you begin estate planning.

1. Inventory your assets and possessions
2. Identify your family’s needs
3. Establish your directives
4. Review your beneficiaries
5. Note your state’s estate tax laws
6. Weigh the value of professional help
7. Plan to reassess

Schedule an appointment with Simeon Saturn for more specific details.

As your beloved family members become older, they may need assistance with their day-to-day financial tasks. Whether you are on a fixed-income or not, it is more important to be prepared and have someone you can trust assist you with those important financial decisions.

• Our can firm can assist you with the following areas:
• Reviewing household bills, budgeting, and record keeping.
• Check writing and checkbook balancing.
• Consultant on household issues.
• Handling month-to-month household financial transactions
• Retirement distributions
• Organizing and reviewing personal financial and legal documents.
• Inventory of personal assets and investments.
• Determining current and long-term cash flow requirements.

Simeon Saturn, CPA  can assist with these and so much more.