Personal Financial Planning Services

G.T. Reilly & Company offers the same experienced, professional and timely consultation on financial management to individuals that it does to its corporate clients, providing attentive, integrated and consistent service.

Our Personal Financial Planning services make it possible for qualified clients to achieve the same professional consultation and accounting assistance with personal finances that are so critical to the success of a business.

Personal Financial Planning offers complete preparation and monitoring of:

Current financial status
Tax planning
Insurance analysis and planning
Retirement planning
Estate planning

To ensure consistency and customized attention, our Personal Financial Planning service includes consultation with a member of our professional staff who is directly responsible for your account. Along with meeting with you for regular reviews, your Personal Financial Planner and Accountant will provide the information you need to make valid financial decisions.

Besides maximizing your net worth, our Personal Financial Planning service can help you avoid inappropriate tax liabilities, maximize income opportunities, maintain appropriate insurance coverage, consistently assess retirement goals, coordinate estate design and administration policies, and know that your personal financial matters are afforded the same professional service that is so important to a business.

For further information please contact:

Carol A. Magyar, CPA, MST, Tax Director

G.T. Reilly & Company is an independently owned and operated member firm of both the Moore Stephens North America (MSNA) association of member firms and the Moore Stephens International Limited (MSIL) network of member firms. Neither MSNA nor MSIL provide services to clients. G.T. Reilly & Company is a separate and distinct legal entity, subject to the laws and professional regulations of the jurisdiction(s) in which it operates, and is not authorized to obligate or bind MSNA, MSIL, or any other member firm of MSNA or MSIL. G.T. Reilly & Company is liable only for its own acts or omissions and not those of any other person or entity including MSNA, MSIL and other member firms of MSNA and MSIL.