In addition to tax and accounting services, Albertz & Associates, CPA offers comprehensive financial strategy services, including college preparation, retirement funding, investment analysis, insurance analysis, and tax-saving ideas.

While most financial planners are willing to invest your money, many of them don’t know the long-term tax implications of their decisions. Over the years Mark has learned that tax savings isn’t just this year’s priority, especially when it comes to retirement planning. Making the wrong investment decision today can easily cost you money in the form of higher taxes later in life.

That’s why Albertz & Associates has forged a relationship with New York Life Insurance and Annuity Company and their representative Frank Hickman II. Frank’s services include life insurance protection, tax efficient retirement analysis and planning, 401(k) rollovers, annuities, long-term care and disability insurance protection, college funding plans, and other financial services.

Working together, Albertz & Associates and New York Life offer you a complete long-term planning strategy that maximizes your wealth potential—without leaving you exposed to unexpected tax penalties.

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