Financial Planning

Success is a Result of Preparation

West Memphis Bookkeeper and Financial Planner for Small Business Owners

A Plan as Unique as You

Whether you’re an individual thinking about retirement or a new business startup looking to make a dent in your industry working with a financial planning expert is the surest way to meet your goals. When you have loose ends and are unsure of your path, it’s difficult, if not impossible to realize your full potential. When you have a roadmap designed for your unique set of circumstances, it frees you to make better decisions and get to where you want to be faster and safer.

Bragg Financial Planning Network

Bragg Bookkeeping and Tax Service LLC has fostered close relationships with some of the best financial advisors in the West Memphis and Jonesboro areas. When you decide to work with one of our trusted advisors, you will first meet in our office. From there you will tell the advisor your circumstance, and he will work with you to design your custom plan.

Planning and Saving for a New Home

When do You Need Financial Planning?

Nearly everyone who is financially conscious will need some form of financial planning during their lifetime. It comes at different times for different people, but having a sound financial plan in place is the best way to secure your future.

Starting a Business

Getting started on the right foot is critical to building a successful business. A professional financial planner can help with that. Playing catchup is usually a recipe for disaster. A sound Financial Plan can help you decide if and how you should incorporate, help you with insurance, set up the proper accounts, and continue to work with you as your business grows.

Retirement is Approaching

How do you know if you're financially able to sustain retirement? When is the optimal time to file for Social Security? What's the best strategy for withdrawing from your retirement accounts? A financial planner can give you a clear picture of all of your retirement options. Let us connect you with one of our Retirement Planners in West Memphis or Jonesboro

Buying a Home

Buying a home may be the largest financial investment you will ever make. It's important to get your finances in the right place when it comes time for financing. With the help of a Financial Planner, you can feel confident with your financial decisions as you prepare to step into the shoes of homeowner.

Make Your Money Work Harder

If you are doing well financially but feel like you're missing out on opportunities, you probably are. A financial planner in West Memphis or Jonesboro can help you get the most out of your earnings.

Big Life Changes

Getting married, divorced, having a baby, buying a house, or taking care of an aging parent, or all are great reasons to start working with a financial planner in West Memphis or Jonesboro, Arkansas.

Financial Shifts

If your investments have grown or your financial life has gained complexity financial planning can calm the waters and ease your worries.