Strong & Trusted Financial Guidance
FINANCIAL PLANNING & BUSINESS CONSULTING
Carmines, Robbins & Company can provide innovative soultions with your financial goals in mind. Our focus is to provide you with continuous, reliable support now and for years to come, helping you to realize all your financial goals.
Financial Planning—Our CERTIFIED FINANCIAL PLANNERS™ (Robert W. Carmines and Athena Robbins) can assist you in securing your financial future through comprehensive, long-range financial planning. We are able to offer insurance products and investment solutions designed to build wealth, protect assets and limit your liabilities. Whether you’re planning for college, retirement, or need guidance on estate planning, think of us as your trusted advisor to serve all your financial needs.
Estate Planning—our skilled team can help safeguard your accumulated wealth for future generations through proactive initiatives to reduce the tax burden of your estate. We can also assist with estate tax compliance reporting and estate administration.
Business Management Consulting—we offer years of experience advising business owners on a wide variety of challenges encountered in every phase of your business’s lifecycle. We can help with start-up, financing, business plan creation, personnel, forecasting, and analysis of business operations, or expansion.
Software Consulting—are you considering purchasing new technology to help your business improve reporting and run more efficiently? Let our tech savvy staff direct you to the solution that best meets your particular needs. We specialize in QuickBooks, Quicken, Peachtree, and One-Write Plus software support.
Business Succession Planning/Sales & Purchases—our business advisors will implement financial management strategies that protect your company’s position, maximize its value and help you plan for its succession. We also have extensive experience with sales and acquisitions. We can also assist in properly structuring the transaction to mitigate your tax liability.