Whether you’re an individual seeking assistance managing your finances or a business or corporation, Joseph Falco Accounting offers professional, expert advice on cash management. We will help build and maintain your cash flow by creating a comprehensive financial plan that reduces risks and ensures growth of your accounts.

If you’re searching for solutions to your personal financial issues, Joseph Falco Accounting Services is the cash management expert to call. We’ll discuss and find solutions to help you and your family save for retirement or your child’s education. Your personal accountant will help prepare you for times of financial crisis and protect your family in case of disability. In addition to financial protection, Joseph Falco Accounting will work with you to build your future and maximize the value of your estate, and achieve your investment goals.

  • Retirement

  • It is essential to identify your retirement needs. We will analyze your assets and sources of retirement income, as well as review estimated shortfalls, and identify the best ways to save for retirement taking into account your current financial standing and risk tolerance.
  • College

  • We can help you assess the amount of money you’ll need by analyzing your assets, reviewing possible shortfalls and considering alternatives and strategies to help address any potential shortfalls. We will then develop an optimal savings plan taking into account your financial standing and risk tolerance.
  • Disability Protection

  • We will begin by assessing your emergency fund needs and then analyze your life, disability, health, home, and auto insurance coverage to ensure that we plan for enough savings within your monthly budget. We will also review your will and ensure that you and your family will have full coverage in the event you are incapacitated and can’t manage your personal finances yourself.
  • Investments

  • In order to maximize your investment returns and minimize your risk, it is necessary to make informed investment decisions. The goal is to build increased predictability of your investment returns so you can factor them into your financial plan.
  • Maximizing Your Estate

  • Maximizing the value of your estate is accomplished by saving tax dollars, professional fees, and court costs as well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which negatively impact the value of your estate.

Contact us today for your Cash Management needs.