Financial & Estate Planning

Financial & Estate Planning

Plan for the future and protect your family.

A key component of the fully integrated approach our firm takes in serving clients is helping you prepare for events you will encounter over the course of your life, including:

  • Personal financial planning
  • Retirement planning services
  • College and financial aid planning
  • Investment performance analysis
  • Risk management and insurance analysis
  • Pre and post-mortem estate planning
  • Estate and gift tax return preparation
  • Federal and state trust tax return preparation
  • Review services for wills, trusts, and related documents
  • Year-round tax planning services

Our mission is to help you meet your personal financial goals for you and your family. The list of above services can provide confidence and security in your decision-making, and we will provide you with recommendations and strategies to help you build your net worth and reduce your tax burden.

Why Our Firm?

Conklin, Gilpin, & Wertz Delivers.

We know you have choices when it comes to selecting a CPA firm. Our practice has been built upon decades of experience with clients from individuals to large corporations across a wide variety of industries. As a client of our firm, you can expect the following:

  • Direct interaction with our partners.
  • Drive & motivation to help you meet required deadlines.
  • Open & up-front communication during the project.
  • Creative solutions when faced with challenges.
  • Thorough & efficient performance by our staff.
  • Overall commitment to excellence & quality.