Services Provided by Comstock & Associates.
Complete preparation, planning & analysis for Individual, Partnership,
Limited Liability Company, Corporation - both S or C, Trust, Estate
And Gift & Non-Profit.
Development of complete business plan that incorporates owners view.
Comprehensive fee based financial planning that includes goal setting,
budgeting, insurance review, retirement planning, estate planning,
asset allocation, special needs planning, portfolio analysis and review
of estate issues such as wills, trusts & durable powers of attorney.
Highly specialized estate structures for the wealthy. Disposition strategies
that incorporate owners desires and need to care for family, friends and or
charities. Review of highly concentrated wealth in a business and options
for passing on the business.
Valuations for buy/sell agreements, estate purposes, divorce, sale & merger.
Special case by case analysis for economic, financial or other focus.