Cathleen Petersen

services

Individual and small business finance can be complex. Cathleen Petersen, E.A. offers expert, professional advice and consulting services that help you manage your wealth and investments and help you understand all your options - from simple to complex.

Financial Planning, Wealth and Asset Management

We use special knowledge and skills to help high-net-worth clients pursue goals and objectives related to the accumulation, protection and distribution of wealth. We will also help with personalized portfolio management advice, tailored to your needs, backed by a range of carefully selected, high-quality products.

Tax Consulting and Preparation

 

We help you optimize your tax exposure through expert tax planning and up-to-date awareness of the latest tax laws. We offer tax return preparation for individuals, corporations, partnerships, estates and trusts.

Personal Investment Planning

 

We can help provide insight about how to fund your retirement, purchase a quality education, develop realistic investment plans, and protect current and future assets.