Planning & Advisory Services in Sunrise & Fort Lauderdale, FL

We believe in a comprehensive and proactive approach to helping our clients whether on a business level or personal level and we provide personalized solutions for each of our clients.

Planning & Advisory Services for Businesses

Fallenbaum CPA & Advisors, LLC recognizes that businesses today face many complex challenges that can threaten their survival. That's why we offer our clients the expertise of a CPA to help you achieve your business goals and navigate through these challenges and grow your business. We take pride in the fact that we listen to your concerns and needs, and then work to develop a plan to help your business succeed.

We provide a wide variety of business planning & advisory services to our clients including:
  • New business entity selection & new business advisory
  • Financial management
  • Risk management
  • Strategic planning
  • Cash flow analysis
  • Budgets
  • Succession/exit planning & business continuity planning
  • Financial projections
  • Business process improvement
  • Management and operations review

Planning & Advisory Services for Individuals

Plan now for financial security in the future. In Sunrise and Fort Lauderdale, FL, turn to Fallenbaum CPA & Advisors, LLC. In developing your financial plan, we'll work closely with you to ensure we thoroughly understand your lifestyle goals and financial objectives, both short-term and long-term. We believe in providing realistic, personalized solutions for each of our clients. Whatever your goals, we'll work our hardest to help you reach them. And no matter your financial situation, you can rest assured that when you come to us, you'll get the attention and respect you deserve.

Experience Peace of Mind when you have our firm on your side with the following services:
  • Debt & Cash flow management
  • Risk management & Asset Protection
  • Retirement Planning
  • Education Funding
  • Planning for Major Life Changes
  • Wealth Transfer & Legacy Planning

Call us today at 954-615-4272, ext 101 and ask for Don Fallenbaum or request a free initial consultation through our website to get started.

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