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Financial Planning

Our lives are full of important financial transactions:
  • Purchasing or selling a home;
  • Starting or expanding a business;
  • Saving for a college education;
  • Weddings & vacations;
  • Charitable giving;
  • Planning for retirement;
  • Collecting an inheritance; or
  • Planning one's own estate

And there are dozens of people out there to "help" you with how you think about each of these. We think you should be able to turn to a trusted advisor for sound, consistent advice.

Our assistance with planning will always incorporate careful tax planning, and will typically begin with the preparation of a personal financial statement. We believe it is important to understand well where you areā€¦ as you set on the road to where you're going. We may also recommend an estate plan to assist you with any wealth transference to others.

There is no one-size-fits-all solution at John Morrissey Accountants. Sure, there are tried-and-true ideas that we are happy to share with you. But you should feel confident that your financial plan is designed to work for your individual circumstances, and help you meet your individual financial goals.

Rockford 815.282.4600 and Belvidere 815.547.6234
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