As printed in: Eagle Newspapers, Excellence 07' Edition
Syracuse, NY – February 21, 2007 – Forget everything you knew or thought you knew about CPA firms. They are not stuffy places filled with people muttering terrifying words such as ‘taxes' and ‘audits'. One visit to Green & Seifter, CPA firm will convince you that they are dynamic, even vibrant places chock full of the tools you need to take control of your future. As Gary Grossman, CPA, CFP, and Managing Partner believes, “Connecting with a good CPA is a long term investment in yourself and your life.”
Indeed - thirty minutes spent in Grossman's high energy presence is enough to make a believer out of anyone. This is NOT your parents' CPA firm – not by a long shot!
“There are lots of reasons to come and see us at Green & Seifter,” Grossman said. “When we sit down with you, we want you to walk away with two things – more knowledge and the ability to use that knowledge to further your financial future.”
It is a fact that the majority of Americans are spending more and saving a lot less. This ‘buy now, pay later' philosophy may be having a positive effect on the current economy, but threatens our futures, all of our futures, as we contemplate retirement. To be frank, most of us are simply not educated in personal finance and economics. Finding the right teacher is a priority that all of us should avail ourselves of.
“The average person starting out today needs us more than they can imagine,” said Grossman. “By beginning early we can literally show someone how to save hundreds of thousands of dollars over the course of a lifetime.”
Grossman has outlined the five areas that everyone needs to consider for helping to secure their future. They are:
Income Tax Planning and Preparation – To Roth 401k or not to Roth 401K that is the question – and one of the first questions employees encounter.
Investment Planning – How to invest that 401K or a windfall or savings is the next area to consider.
Insurance – Life, Health, Disability, Home Owner's – what, when, and how much. Do you really know?
Retirement Planning – Picking a number to retire at is not enough. How are you going to fund and live on retirement becomes the issues that determine when you can stop working.
Estate Planning – If you are not careful, the decision as to what you want to leave and what you will leave your spouse and family can be taken out of your control.
“Clearly we at Green & Seifter believe that everyone should start as soon as possible to secure their future,” said Grossman. “Our Financial Self Assessment asks you to identify where you are in life and where you need some help. While the subject of finances can be intimidating, we seek to remove that barrier and show you just how exciting it can to take control of your money. We have the expertise you need.”
Founded in 1957, Green & Seifter, CPA's, PLLC not only have helped people plant firm financial roots; those roots extend deep into the professional and business worlds locally and nationally. As the accounting firm is firmly intertwined with an affiliated law firm, they do not work on autopilot, but instead are able to offer clients a dynamic package of services that equates to one stop financial planning shopping. The firm has achieved an international reputation in the business world to raise venture capital and serve as a business ‘incubator'. That success fuels their passion to assist the individual investor as well.
“It takes a great deal of creativity to be able to do what we do,” said Grossman. “In turn we are able to help out clients to not only solve problems, but avoid them all together.”
At some point in our lives, everyone yearns for a personal trainer or coach, someone to point them in the right direction. Green & Seifter, CPA's may be regarded as the best Life Coach you will ever get. One phone call can put you either on or back on the track to financial security and success. After all, it is not how much money you make; it is what you do with it that ‘counts'!