Financial Investment Services

Surveys conducted by the AICPA and other independent organizations indicated that there was an increasing number of individuals who needed financial planning guidance in combination with the expertise of a CPA, particularly because financial technicalities have become a major part of successful personal financial planning.

At Smolin Lupin, we are in a unique position to provide financial planning services. First of all, we have the ability to consider your business and personal finance issues simultaneously. We know how taxes, business interests and personal finance issues can affect your personal financial planning. We also offer objectivity and have high ethical standards with regard to such planning services.

As many consumers realized the financial strategies that worked well for them in the booming '90s economy were not succeeding in the new millennium, they began to seek out the objective advice that has long been a hallmark of the CPA financial planning community. From consulting to selling financial products, our financial services professionals can provide invaluable advice and opportunities to help you grow your financial holdings.

Our Financial Investment Services Specialists:

Richard (Rich) Boyd