Who We Are
We help you SAVE MONEY allowing you time to focus on MAKING MONEY and PURSUING YOUR LIFE PASSIONS. We do this by offering comprehensive concierge PERSONAL CFO SERVICES!
Comprehensive Personal Accounting & Tax Services
Nutt Accounting & Advisory provides comprehensive personal accounting and tax services for business owners and individuals freeing up your time for the pursuit of personal and professional passions. We bring together expert Financial Teams for you or work with your existing Financial Advisors, Insurance Agents, Bankers and Creditors to evaluate, review, design and implement strategies which SAVE YOU MONEY, giving you the freedom and allowing you the time to MAKE MORE MONEY.
Our Offer
We offer a SECOND SET OF EYES and FINANCIAL PEACE OF MIND for Individuals, Families and Business Owners ensuring your personal finances are organized, designed and executed perfectly to achieve personal and family goals in every stage of life ensuring your aspirations are realized for your family through-out your life-time and beyond.
Our Coordination
We coordinate, monitor and adjust YOUR PLAN on an ongoing basis in accordance with YOUR PERSONAL OBJECTIVES AND GOALS allowing you more time for ADVENTURE and FUN!
OUR EXPERTISE INCLUDES:
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Budgeting, Cash Flow Management and Bill Payment Services.
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Reconciliation of Bank Accounts and Investment Statements
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Review of existing Mortgage Loans, Personal Loans, Unsecured Credit and Lines of Credit
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Review of Investment Portfolios and Retirement Plans
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Review Real Estate Holdings and Property Management Structures
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Review of Insurance Policies and Coverages
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Preparation of Personal Financial Statement/Net Worth Statements
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Tax Planning and Tax Minimizing Strategies
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Planning for Children’s College and Higher Education Costs
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Planning for Parental Care and Financial Management of Family members
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Review of Estate Planning Documents – Will, Health Care Surrogate, Durable Power of attorney etc.