Serving Northern Central Nassau County

Martin L. Wertheim, CPA PC - Logo Martin L. Wertheim, CPA PC - Logo

"Personalized services at your business or my office"

Protect Yourself With Financial and Estate Planning

Plan for retirement and minimize the amount of estate taxes you owe with the help of expert advice from Martin L. Wertheim, CPA PC.

 

In addition to taking advantage of the standard retirement options like IRAs and 401k accounts, your planning should ensure that you are creditworthy and have the ability to borrow as a backup tactic throughout all stages of your life.

 

You can get there with our help!

Retire comfortably with the right approach

Live comfortably after retirement, and even retire early, when you plan accordingly.

• Put funds away in pensions and retirement accounts (IRAs and 401k plans)

• Invest in useful vehicles such as stocks and mutual funds

• Diversify your investments to cover a wide range of possibilities

Make proper estimates for tax savings

Get expert assistance in all financial plans

Martin L. Wertheim is a member of the New York State Society of Certified Public Accountants and brings over 30 years of expertise to the financial front.

• Insurance planning

• College planning

• Elderly care

• Asset protection

Call 516-671-0427 for more information or to schedule an appointment.

Most of your tax savings will be met by projecting what will happen to you in the next 6 to 12 months. Let us help you make those estimates and set up your financial plans with that goal in mind.

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