Wealth Preservation Services

Cynthia Grieco, CPA | Click to email Cynthia
Vickie Brouse, CPA | Click to email Vickie

Preserving your hard earned dollars for retirement or for your children is a long-term goal that we all strive toward. The professionals at KHA Accountants, PLLC want to be one of your most trusted advisors.

Asset Protection Strategies
KHA can work with your attorney, financial planner and/or investment advisor to help you establish a plan that works for your unique situation. Some of the strategies used are:

  • Entity formations
  • Life insurance
  • Liability insurance

Wealth Transfer Strategies
We will discuss your needs and work with your attorney, financial planner and/or investment advisor to establish a plan to meet your goals. Some of the strategies used to transfer your wealth to the next generation include:

  • Family Limited Partnerships, Estates, Trusts
  • Life insurance
  • Buy/Sell Agreements
  • Lifetime gifting strategies