Financial Plan Creation

Your business and your life need a single, unified blueprint.

Fred Lundin CPA offers comprehensive Financial Plan Creation Services designed to build a cohesive wealth strategy for business owners and their families. For entrepreneurs, personal and business finances are often messy and intertwined. A decision to buy equipment affects your personal cash flow; a decision to save for college affects your business liquidity. We don't just look at your investment portfolio; we build a holistic roadmap that integrates every aspect of your financial life—tax strategy, risk management, retirement planning, estate goals, and business succession.

We act as your financial architect. Unlike automated services that only focus on asset allocation, our virtual planning process dives deep into your specific goals. We model different futures: "What if I sell the business in 5 years?" "Can we afford a second home?" "Am I saving enough to retire tax-free?" You walk away with a tangible, actionable document—not a sales pitch for products—that gives you the clarity to make big life decisions with confidence.