To plan properly for retirement you need to integrate tax planning strategies along with investing properly to maximize your income. Retirement planning must address the complexities of your tax situation. Our philosophy can be compared to this famous Abraham Lincoln quote "Give me six hours to chop down a tree and I will spend the first four sharpening the ax."
It's about using your assets efficiently in order to maintain your current lifestyle so you have the peace of mind to know that you can accomplish all of your retirement goals. Planning for retirement and other financial events can be difficult. We've seen many different and unique financial scenarios throughout our collective 60 years of planning experience.
It's about using your assets efficiently in order to maintain your current lifestyle so you have the peace of mind to know that you can accomplish all of your retirement goals. Planning for retirement and other financial events can be difficult. We've seen many different and unique financial scenarios throughout our collective 60 years of planning experience.
Services
We are held to high standards as both a CPA and Registered Investment Advisory firm. Besides these codes of honor, we enjoy developing long term relationships and learning about your hopes, dreams, fears along with your goals. At H Papa & Associates, we believe in the golden rule which is treating everyone the way we'd like to be treated.
As a goal-focused financial advisory firm, our philosophy is to build a plan in a tax-efficient manner so you can accomplish your retirement goals and enjoy life. We are fiduciaries, meaning that we are legally required to put your interests ahead of ours. We act as transparent, financial partners who counsel you through intricate tax, estate, and investing scenarios.
Presently, Managing Partner of H PAPA & ASSOCIATES, a CPA and advisory firm focusing on taxation, investment strategies, and qualified plan design and maintenance. Hugo specializes in tax and retirement planning strategies, distribution planning, as well as wealth transfer, trusts and charitable giving.
Taxes impact every financial decision from buying a home, investing, taking retirement distributions and everything in between. When advising our clients we consider important factors, like how intricate tax and estate planning codes impact your net worth. Our clients consider us a "one stop shop" and enjoy the advantages of our resources and comprehensive services.
As entrepreneurs, we understand that it's challenging to grow, maintain and sell a business. Both Olivia and Hugo have had first-hand experience with this as they've created and sold multiple businesses. Hugo has also provided guidance during mergers and acquisitions. Both advisors take pride in using their entrepreneurial backgrounds to help fellow business owners make the correct decisions.
Reviews
Be the first to review H Papa & Associates.
Write a Review
