Personal Financial & Estate Planning

Personal Finance

Let us help you plan for your future. Our professionals guide you on strategies for personal and college savings, disability contingencies, and investment goals. We also support all activities associated with comprehensive estate planning, including goal setting, document preparation, probate issues, tax mitigation, planned giving, wealth transfers, and so much more. The future is so much brighter when you are prepared.

For many, creating a personal financial plan may seem like a monumental job. Partnering with a professional will assist you with tax planning as it relates to your investment and insurance portfolio.

Estate planning

Let us help you plan your family’s future. Estate planning assists in limiting the amount of inheritance tax that the heirs of your estate may have to pay. You may be surprised at how much your assets are worth in total. This all contributes to the beneficiary’s tax liabilities and it would be unfair to leave bills of this magnitude to pay. We will work hand in hand with you, from working out the inherited tax liability to setting up trusts.


 

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor. Kmetz, Nuttall, Elwell, Graham, PLLC and Woodbury Financial Services, Inc. are not affiliated entities. Securities and Advisory Services offered only where licensed to do business. Currently licensed in the State of Florida.

Superstar Award

KNEG Wins the Innovation Award at Thomson Reuters'
SYNERGY 2015

Testimonials

"My congratulations to you and the staff of Kmetz, Nuttall, Elwell and Graham on being recognized as one of Indian River County's Best Places to Work for 2010 by Workforce Solutions of the Treasure Coast. You and your entire staff should be extremely proud of this accomplishment. Your commitment to your business, your employees and our community is what makes the Treasure Coast a wonderful place to live."

-Joe Negron, State Senator District 28

NetClient Demo

KNEG Blog

Demystification of the Recent Tax Changes

Michael Kmetz

January 25, 2013

The American Taxpayer Relief Act of 2012 (better known as the fiscal cliff legislation) became law on 1/2/13 . Due to the expiration of the so-called payroll tax holiday, all workers will pay...

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Statistics Review of Kmetz, Nuttall, Elwell, Graham, PLLC 

Phone: 772.231.6902 • Fax: 772.231.4099
Email: info@knegcpa.com