Page 48 - Bancroft Law - Example Legal Planning Guide

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DRAFT & DRAFT, LLC
PREMIUM ACCOUNTING & FINANCIAL SERVICES
Whether you’re taking your first steps toward entrepreneurship or moving your small business to the next level, WE provide the support you need at every stage.
At Draft & Draft we are dedicated to providing timely, proactive accounting and tax services to all of our clients. In addition to addressing your present needs, we’ll help position your financial program to address your future goals. Your relationship with your CPA is something you take very seriously — and we understand.
That’s why we approach every client with a commitment to excellence, innovation, and integrity.
MICHAEL J. DRAFT
Certified Financial Planner
Financial Planning
Personal Financial Plans Estate Planning Elder Care Plan
Insurance / Risk Management
Life Insurance Disability Insurance Long Term Care Insurance
Education Planning
529 Plans College Cost Estimations Saving Plans
Retirement Planning
IRA
Roth IRA Inherited IRAS
Financial Planning
Vehicles for Charitable Strategies
Please Call me for a complimentary consultation
817-366-0245
340 Kingsland St, Nutley, NJ 07110
info@draftdraft.com www.draftdraft.com