Financial Services
Personal & Business
Our Services
A&A Accounting is now offering financial services to our clients. Book now or call to inquire about how we can service you and your business.
A&A Accounting is now offering financial services to our clients. Book now or call to inquire about how we can service you and your business.
Personal Services
We offer the following:
Estate Planning- Living Trust
Insurance- Life, Health, Annuities, Medicare Plans
Investments- IRA's, Stocks, Mutual Funds, CD's, College Plans, 401k Roll Overs, Asset Management
Real Estate- Mortgages, Reverse Mortgages, Buying and Selling of Real Estate
Tax Planning- Deferral of Capital Gain Taxes (real estate and other appreciated assets)
Medi-Cal Planning- (Strategies to protect assets and help homeowners to qualify for Nursing home and in home care)
Business Services
We offer the following:
Estate Planning- Living Trust
Insurance- Life, Health, Annuities, Medicare Plans
Investments- IRA's, Stocks, Mutual Funds, CD's, College Plans, 401k Roll Overs, Asset Management
Real Estate- Mortgages, Reverse Mortgages, Buying and Selling of Real Estate
Tax Planning- Deferral of Capital Gain Taxes (real estate and other appreciated assets)
Medi-Cal Planning- (Strategies to protect assets and help homeowners to qualify for Nursing home and in home care)