Financial Planning from a CPA/PFS
The Personal Financial Specialist (PFS) credential is only available to CPAs, and it exists for a reason: financial planning done without the tax return in front of you is guesswork. Dan Reganata holds it, along with the CPA and an MBA.
What Planning Covers
- Retirement projections — how much is enough, and when you can stop
- Withdrawal sequencing, required minimum distributions and Roth conversion windows
- Social Security claiming strategy, evaluated as a tax question as well as a timing one
- Retirement plan selection for business owners
- Education funding and 529 strategy
- Risk and insurance review
- Coordinating an inheritance or business sale into the long-term plan
What Makes This Different
Your plan is built on your actual return, not a questionnaire. We already know your income, your deductions, your entity and your bracket — so the recommendations account for the tax consequences from the start rather than getting cleaned up afterward.
Call
(856) 874-1892
to talk through your plan.
