Creating Financial Freedom!
Building and preserving your personal wealth requires specialized attention. We provide one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
We help you...
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
Protect your family in case you become disabled by ensuring you have enough emergency funds and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed for those who are incapacitated and can't manage their own affairs.
Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs all while minimizing the costs of probate, creditors, lawyers, and estate taxes. We help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.
At Topp & Lau, Inc., we've been serving the accounting needs of Santa Ana, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.
Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.
Thank you for visiting. We look forward to working together!