VOYTOVICH FINANCIAL, LLC
PAUL D VOYTOVICH, CPA, CFP®
Our first priority is helping you take care of yourself and your family. We want to learn
more about your personal situation, identify your dreams and goals, and understand
your tolerance for risk. Long-term relationships that encourage open and honest
communication have been the foundation of our success.
Our firm specializes in developing comprehensive, tax-sensitive plans to help yield healthier financial and investment decisions.
We use our tax knowledge to uncover opportunities and vulnerabilities to help maximize financial potential for our clients.
We also educate our clients about financial concepts and products.
Our firm enjoys taking the mystery out of investing, insurance, estate conservation, and wealth accumulation and preservation.
We understand the many challenges of today. We focus on money management, as well as other issues that are critical to your financial wellbeing.
Traditional and Roth IRAs
SIMPLE and SEP IRAs
529 (Educational) Accounts
Special Situation Planning
Family Risk Planning
Cash Flow and Debt Management
Disability Income Insurance
firstname.lastname@example.org | (716) 667-2577