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Wealth Management Services
The inclusion of financial planning and wealth management services at Insight CPAs & Financial LLC allows both individuals and business to obtain personalized comprehensive planning services. Kevin Kuebler, a partner of Insight CPAs & Financial LLC, is in charge of the firm’s financial services. Building on his CPA experience, his role as a financial advisor is an exciting addition to the firm’s overall services. Kevin began his career in public accounting as an auditor with Coopers & Lybrand and has worked as an Accounting Manager, Assistant Controller and Accounting Systems Consultant for mid-market clients. His understanding of business accounting and systems and processes, combined with his financial advisor knowledge, is key in helping both individuals and businesses build solid financial planning practices. He is a member of the American Institute of Certified Public Accountants, the National Association of Insurance and Financial Advisors and NAIFA – Illinois.
We are also pleased to offer The Personal Financial Review. This allows you to spend one to three hours of personal planning time with your CPA and the firm’s financial services advisor. During this review, we will be looking for opportunities to reduce your tax bill and improve your financial well–being. We will review your tax situation, your retirement plans, charitable considerations and other key financial areas. The result of the review will be clear and concise recommendations to improve your current tax and financial situation. We hope that by offering this service, our firm can significantly help your family.
Our Business Financial Review works to bring your company’s present and future financial picture into focus. The objectives of this review include:
- Coordinating your company’s investment and tax strategies to ensure that they are working to help you keep your promises
- Improving your business’ culture and motivating your employees through superior benefits, like retirement packages, profit-sharing and stock option plans
- Exploring insurance options and strategies for your business
- Customizing your investment tactics to coincide with your business’ goals and promises
- Preparing for unseen events through asset preservation and income protection
- Protecting your company’s future financial resources to ensure that you and your partners can retire with dignity
- Implementing a strategic business succession plan
Call us today at 309-662-PLAN to set up a complimentary, no obligation appointment and let us put our expertise to work for you!
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