Building Financial Freedom

So what does it take to begin creating wealth and prosperity?

Well, it takes a few things. It helps to have the right attitude, the right mindset that leads to wealth and success through understanding and building financial freedom. You must utilize certain principles dealing with how you earn money. And you must manage your money and allow it to grow.

Lopato & Associates can put you on the right path to:

Building financial freedom and maintaining your individual wealth demands specialized attention.
Lopato & Associates Tax & Accounting Services can provide one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best methods to save for retirement given your financial situation and risk tolerance.

Pay for your kid's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

Help to protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

Achieve your investment goals by identifying the steps needed to Increase your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate.

We also help you stay in control of your affairs by providing a road map for to understanding and building financial freedom.