Business people at table with paper documents, laptop, calculatorsAt G Petrov & Associates, we will develop strategies to make most out of your hard-earned money.

We are proud of our modern, in depth and successful approach to financial planning. Our team consist of Certified Financial Planners and Certified Public Accountants. This gives us the ability and knowledge to identify opportunities that most financial advisors usually miss. Our financial strategies are fully coordinated with any tax implication or traps. Our team has expertise in multiple areas of financial planning, including income and estate tax, investment planning, risk management and retirement planning.

We can help you create a personal budget, control expenses, and develop and implement plans for retirement, education or wealth protection. We don’t sell any products, nor we receive any commissions from third parties.

At G Petrov & Associates, we will objectively assess your current financial status, identify potential problem areas, and recommend appropriate options. We will evaluate your financial well-being with a thorough analysis of your assets, liabilities, income, taxes and investments. Our team will develop and implement a financial plan that emphasizes your financial strengths while reducing your financial weaknesses. We will regularly monitor and review the plan and make necessary adjustments when needed.

Creating and Reviewing a Household Budget

This is a fundamental step towards personal financial awareness and the cornerstone of a successful financial planning strategy. What are your fixed expenses(,insurance, utilities, property taxes etc.) each month? How much is your take-home pay?What are your variable expenses? Let us help you identify where you are and assist you in getting where you want to be.

Buying or Renting a Home

Buying a home is an exciting event and one of the most important financial decisions you in your lifetime.
How do you save for a down payment? How much can you afford and what type of financial options are available?
What are the tax benefits of owning a house? What will be an effect on the household budget? What financial options are right for you and your family? We will help you through this major emotional and financial decision.

Building Effective Financial Strategy- Text on Paper Sheet on Clipboard and Stationery on Office Desk. 3d Rendering. Toned Image.

Buying or Leasing a Car

Without an in-depth planning, the decision between buying vs. leasing can cost you thousands of dollars. We will assist you make an intelligent and educated decision that will save you money, time and headaches.

Saving for Retirement

Start saving and planning now, so you can turn time into wealth. We will help you develop and implement a comprehensive and realistic retirement plan, which includes selecting the right retirement vehicles and maximising tax benefits.

Saving for Education Costs

College tuition and related costs continue to rise. Paying for college and planning for college costs is a challenging task for families.We will work with you to put together a practical and meticulous plan for your children’s education costs.

Estate Planning

Passing a legacy to your loved ones is a sensitive topic. We will help you construct an efficient and equitable plan to transfer your wealth and fulfil your wishes.

OUR SERVICES: Tax Preparation | Tax Planning and Tax Strategies | IRS and State Tax Representation | Business Advice and Strategies | Business Entity Selection and Incorporation | QuickBooks and CFO Services | Financial Audits, Reviews and Compilations | Financial Forecasts and Projections | Cash Flow and Budgeting Analysis | Estate, Gift and Trust Tax Preparation and Services | Financial Planning | Services for Non-Profit Organizations | Payroll Services