Charlton & Associates CPA CHTD

My Commitment

I believe in building relationships with my clients, understanding their unique financial goals, and providing personalized guidance to help them achieve those goals. My approach is collaborative and tailored to each client's unique circumstances. I explain complex financial concepts in straightforward language, empowering my clients to make informed financial decisions.

My Experience

With extensive experience in accounting, taxation, and financial planning, I have a proven track record of serving clients in various industries. I have assisted individuals and businesses with:

Personal Financial Planning

• Developing financial plans that align with your goals and values
• Managing investments and retirement accounts
• Planning for estate and legacy

Retirement Planning

• Maximizing your retirement savings
• Understanding different plans and their regulations
• Planning for a secure and comfortable retirement

Wealth Management

• Developing and implementing wealth management strategies
• Analyzing and managing your investment portfolio
• Planning for financial security in the future

Estate Planning

• Creating comprehensive estate plans to protect your assets and provide for loved ones
• Writing wills, trusts, and power of attorney documents

Business Services

• Accounting and bookkeeping services
• Assistance with bank financing and cash flow management
• Business advisory and planning services

My Values

My firm stands on three core values:

• Integrity: I operate with honesty and transparency, upholding the highest ethical standards.
• Client Focus: Your needs are my priority. I dedicate myself to providing personalized and responsive service.
• Innovation: I stay updated on the latest tax laws and financial planning strategies to offer my clients the best possible solutions.

Why Choose Me?

By choosing me as your financial advisor, you get:

• Experience and Expertise: Decades of experience navigating complex financial situations.
• Personalized Service: Customized plans tailored to your unique circumstances and goals.
• Communication and Transparency: Open and clear communication throughout the process.
• Client-Focused Approach: Working collaboratively with you to achieve your financial aspirations.

Get Started Today

Schedule a free consultation today and discover how I can help you achieve your financial goals.