Serving Clients throughout the U.S. and Internationally

Personal Financial Planning

Preparing for the Future

In a world where the unexpected happens in an instance, it is vital to have your finances in order. Regular financial planning can help ensure you are prepared for the unknown and can give you the tools you need to move forward. Here at Connally, Jordan & Associates, P.C., CPA, our clients can receive family, and / or business financial planning services. We closely monitor varying conditions in financial markets and will let you know whenever new solutions are available.

To ensure we are providing you with the most accurate information for your financial planning, we regularly review the following:

  • Income and estate tax laws
  • Gifts and chartible planning laws
  • Investment portfolios
  • Life, disability and long-term care insurance coverage
  • Personal financial goals you've set for yourself

We can help you successfully plan your financial future. Whether you are concerned about new changes to your personal circumstances, or just want to stay up-to-date on the latest products in the industry, we can assist you. If you are in need of someone to help plan and improve your personal finances, call Connally, Jordan & Associates, P.C., CPA at (770) 920-2890.