Personal Financial Planning
Welcome to personal financial planning that’s truly personal. Rohr CPAs understands that your financial goals are unique to your life’s journey, and we’re here to tailor a plan that respects your individual dreams and ambitions. Our holistic approach encompasses the crucial facets of financial planning – investments, income, taxes, healthcare, and estate planning. As a CPA/Personal Financial Specialist (PFS), Daniel Rohr brings a rich blend of deep tax expertise and comprehensive financial planning knowledge to the table, creating an integrated plan that syncs with your personal, business, and tax objectives. Because we believe in a financial future that’s exclusively yours.
Tailored Approach
At Rohr CPAs, we are proud to offer a unique fusion of financial planning expertise and intimate knowledge of tax law. As a Certified Public Accountant and Personal Financial Specialist (PFS), Daniel Rohr navigates the complexities of your financial world, ensuring every decision is made in a tax-advantaged manner. This dual expertise allows us to provide an all-encompassing view of your financial landscape, driving your wealth goals to success.
We utilize the revolutionary tool, Asset-Map, as part of our financial planning process. This comprehensive software allows us to distill your financial life onto a single page, laying the foundation for clear communication and understanding. Asset-Map provides us with a detailed and easily understandable visual representation of your current financial position and enables us to identify opportunities and gaps effectively.
By viewing your entire financial picture – assets, liabilities, insurance coverage, and more – we are able to create a plan that truly reflects your personal and business aspirations.
Our approach is proactive, informed, and individualized. We do not believe in a one-size-fits-all solution, rather, we understand the nuances of your financial situation, goals, and risk tolerance to shape a roadmap tailored to you. We remain your steadfast partner in the financial planning journey, consistently reassessing and readjusting your plan as your life and the financial landscape evolve. With Rohr CPAs, you’re not just getting a financial planner – you’re securing a financial ally who truly understands your holistic tax and financial profile.
Our Wealth Management Services
Unleash the Power of Asset-Map®
Transforming the complexity of your financial landscape into a clear, concise picture, Asset-Map® enables us to architect a tailored financial strategy that’s as unique as you are. By gathering all your financial elements onto one page, we gain the perspective to identify potential blind spots, seize hidden opportunities, and chart a course towards your aspirations.
Financial Insights
Disclosure
Rohr and Associates, Inc. is a licensed accounting firm in the State of California that provides accounting and tax-related services. Investment advisory services are offered by WealthSource Partners, LLC (“WSP”). No portion of WSP’s services should be construed as legal, tax or accounting advice. Rohr & Associates, Inc. and WSP are independent and unaffiliated entities.