Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Nowak & Gehan CPA PC provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Our financial planning services include:

• Investment Consulting
• Financial Planning to Achieve Specific Goals
• Retirement Planning
• Estate and Business Succession Planning
• Insurance Consulting