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KAKB PLLC Advisors and Certified Public Accountants

Financial Planning

Schedule a Consultation (480) 488-5255
Education Planning
If youÂ’re feeling overwhelmed, let us help you out with some Higher Education Financial Planning.
 
Eldercare & Long-Term Care Planning
Many people do not like to discuss elder care but it is so important that you do. We would like to help you have a better grasp and understanding about it.
Estate & Trust Document Planning
We would like to help you have a good & complete set of trust documents. We assist you through the entire process.
 
Retirement & Social Security Planning
Our financial planning consists of taking your numbers and projecting out. Then we can work with you on adjustments to help you reach a balance before and after retirement.