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Developing a Financial Plan

Developing a Financial Plan



Some guides to help you develop a sound financial plan for today and the future, no matter where you are in your life's journey.

Financial Guides



Financial GuidesYour Financial Plan: Getting Started On a Secure Future
Budgeting: How To Prepare a Workable Plan


Frequently Asked Questions



Frequently Asked QuestionsDeveloping a Financial Plan: Frequently Asked Questions
Investment Options: Frequently Asked Questions


Financial Calculators



Financial CalculatorsHow Much Am I Spending?
How Do Taxes and Inflation Impact My Investment Return?
How Long Will It Take To Pay Off My Credit Card?


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707 Whitlock Ave SW, Building D Suite 34,
Marietta, GA 30064
T: (770) 420-7190
F: (770) 420-7191 E: receptionist@cbacpas.com



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  • Our clients are best served when we enhance our traditional accounting services and become their trusted advisor.
  • It is our responsibility to offer tax saving strategies throughout the year and as we prepare your tax returns.
  • You deserve a timely response to your questions and ideas.

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