Skip to main content Skip to search

Financial Planning

Financial Planning Services

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them – providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client’s needs.


Investment Consulting

Our philosophy is very simple, we don’t believe in hiring stock pickers we do believe in asset allocation and low fees. We think we can lower your fees by 2% annually and lower your risk by proper asset allocation.

Financial Planning

to Achieve Specific Goals – Whether it’s for business or personal proper planning needs to be achieved to meet your goals.

Retirement Planning

To plan for retirement an individual needs to know the best way to maximize social security benefits and the amount needed in after tax funds to fund your retirement sufficiently.

Estate and Business Succession Planning

This type of planning is easy to put off but essential if you have a business or large estate. The consequences to not having a plan in place for either can be very expensive.

Insurance Consulting

It essential these days to have an insurance plan for yourself and your employees that is cost effective and meets your goals of protecting assets. This arena is changing very fast and needs to be addressed sooner rather than later.

Achieve Your Ultimate Financial Goals with McBeath, Fates & Ivers, P.C.

The history of McBeath, Fates & Ivers, P.C. is built upon a tradition of service, technical expertise, and innovative thinking to meet the needs of a rapidly changing world. The experience and academic credentials of our partners and staff provide our clients with the expertise of larger firms, while our commitment to superior customer service offers a personal, one-on-one approach.

A Public Accounting Firm Devoted to Your Success

Call Now ButtonSchedule Appointment

Stay updated on all areas of tax filing and business processes affected by COVID-19    Learn More