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Individual Consulting

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As we go about our lives every day, it rarely if ever occurs to us that perhaps we might benefit from a periodic chat with our accountant. This results in missed opportunities to plan for our future, strategize regarding a large purchase, and even to identify ways to reduce our taxable income.

Aiken & Company offers consultative services for individuals, couples and families on a range of areas. Whether you’re planning for college, planning for retirement, considering a major philanthropic donation, want to set up a trust or annuity, or you just want to make sure your current financial universe is structured for maximum benefit, we can help you understand all the options and angles available.