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Financial Planning Seminole County, FL

When it comes to personal finances, everyone could use a little guidance. Whether you are planning for retirement or arranging estate planning documents, you should partner with an experienced professional to ensure you stay on track to reach your goals. Goodfellow & Company, CPA, Inc is one of Seminole County, FL’s most trusted financial planning companies. We assist individuals and families in our community with personalized strategies for accomplishing their unique financial objectives. Our firm employs professional tax planners who can help you make decisions that minimize your tax liability and allow you to grow your wealth faster. We can also prepare wills, trusts, and other estate planning documents to help you arrange for the proper distribution of your assets. Set up an appointment for tax and estate planning near me- call (386) 734-2622 or fill out our online contact form. We serve clients in:

  • • Seminole County, FL
  • • Orange County, FL
  • • Volusia County, FL
  • • Lake County, FL

Goodfellow & Company provides a variety of financial planning services, which we custom-tailor to meet each individual client’s needs. It is our mission to give dedicated personal attention to everyone who puts their trust in us. Contact us today for a free initial consultation; we’re looking forward to hearing from you.

Tax Planners

Our tax planning services start with a complete overview and in-depth analysis of your financial situation. We will also inquire about your personal goals for the future. Our tax planners will take all factors into consideration before offering you personalized strategies that maximize the tax efficiency of your financial plan. Strategies may include reducing your taxable income, increasing tax deductions, and taking advantage of all possible tax credits. There are many decisions that could minimize the amount of taxes you owe at the end of the year; find out what strategy will work best for you by contacting Goodfellow & Company. We offer a wide range of services related to financial planning, tax strategy, etc. With the help of our tax planners, you can keep more of what you make and have long-lasting income in retirement.
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Estate Planning Near Me

Everyone acquires assets during their lifetime which cannot be taken with them when they pass away. Do you know what will happen to your property, valuables, bank accounts, investments, or insurance policies when your time comes? Without the proper legal documents in place, your assets will be distributed according to the state’s wishes, which may not match up with your own wishes. There are many considerations to make when it comes to estate planning. We can help you identify and assess all of your assets. Then, we can assess your goals for passing down your financial legacy. From there we can draft your will, set up trust accounts for your beneficiaries, update beneficiaries on life insurance and retirement plans, and more based on your unique needs and desires. If you are searching for “estate planning near me” in Seminole County, FL or the surrounding areas, contact us today. We would be more than happy to answer your questions and schedule an appointment so that we can assist you.

Financial Planning Companies

What separates Goodfellow & Company from other financial planning companies in the local area?

  • Our firm employs financial planning professionals with specialized expertise, so no matter what your need or concern is, we have an expert in the building to assist you.
  • We offer dedicated attention to each client so that we can fully understand their situation and goals for the future.
  • Our tax planners stay current with ever-changing tax laws so that they can adjust your plan accordingly.
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The information contained on this website is presented for informational and marketing purposes only and is not to be understood as financial advice. You should consult with a representative from Goodfellow & Company CPA, Inc.  for further information, the mere act of contacting Goodfellow & Company CPA, Inc. does not create a client relationship. As a result, you should never send any confidential information to our office until representation or client relationship has been established.
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