Question 1

What services does the company offer?

Accepted Answer

The company offers integrated tax, legal, accounting, financial, and business planning solutions. Their services include tax planning and tax services, asset protection planning, business succession planning, corporate transparency act (CTA) compliance, estate planning, financial planning, investment management, retirement planning, insurance and risk management, and professional fiduciary services.

Question 2

What qualifications do the company's advisors have?

Accepted Answer

The company's in-house advisors include Certified Public Accountants, Lawyers, and Certified Financial Planners®. They work together as a team to partner with clients through life's opportunities and challenges.

Question 3

Does the company offer any online tools or resources?

Accepted Answer

Yes, the company has a blog, video library, and client login portal on their website. Clients can also connect with the company on social media and listen to their podcasts.

Question 4

What is the company's approach to wealth management?

Accepted Answer

The company's approach focuses on the transition from wealth creation to wealth preservation. They work with entrepreneurs to help them navigate the post-exit phase and ensure the long-term preservation of their assets.

Shah & Associates, PC

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About Shah & Associates, PC

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Frequently Asked Questions about Shah & Associates, PC

What services does the company offer?

What qualifications do the company's advisors have?

Does the company offer any online tools or resources?

What is the company's approach to wealth management?

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