If the next step after leaving your business is retirement, we’ll help you create a plan that ensures financial security for you and your family.
Even if you’re not thinking of selling or leaving your business, it’s never to early to start planning for retirement.
The retirement planning team will help you protect your assets and provide certainty over your retirement income. And we’ll make sure that your retirement plan is tax efficient so you enjoy more of the fruits of your business career.
Some of the retirement planning areas we can help with are:
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After years frustration with my previous accountant a friend of mine recommended I give CAAA a call and I’m glad I did. When I first met Fleming I could see he took an active interest in me and my business, and unlike other firms I’ve been with, that feeling has never changed; we’ve had a great relationship for 5 years now and I know he’s always looking out for me. Fleming is very efficient, very consistent, personable, and will always take your call. Above anything else, it’s the tax strategies that CAAA provide me that I love. I think that CAAA is very ‘in the now’ with what’s happening, and it always benefits the client.