Individual Services

Your personal and business success commands attention to financial planning and strategy development to protect your assets, assure your succession and manage your estate. Financial planning, retirement planning and Elder Care Services will assure that you can enjoy the golden years of your life with purpose, wealth and independence.

Asset protection, or wealth preservation, plan makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts.

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Type of entity selection
  • Business valuations
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Estate, trust & gift planning

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Suttle & Stalnaker, PLLC is pleased to announce the expansion of our Elder Care Department.  Elder Care Services is a natural extension of the work we have been doing for our clients for many years in the areas of tax return preparation, personal financial planning, audit and small business services, and estate planning. 

Elder Care Services is a unique, customized package of services designed to help you, a loved one, or a client regardless of age.  Our services are tailored specifically to meet our client’s inpidual needs.  The services are for anyone living at home, at home with 24 hour or partial care, in a long term care, or assisted living facility.  It provides the correct mix of assistance and oversight to ensure our clients’ later years are more secure and enjoyable.

Listed below are some of the Elder Care Services that Suttle & Stalnaker, PLLC provides.  The client may select as few or as many services as needed.

Personal Care

  • schedule doctor’s appointments
  • schedule transportation for appointments, getting medication, groceries, etc.
  • arrangements to get furniture, equipment or personal items needed
  • meet with caregivers to ensure that food and basic needs are being purchased
  • visits to the home
  • assist with arrangements and reports needed after death of loved one

Personal Finances

  • payment of all personal and household bills
  • deposit all revenue into checking or savings account
  • reconciliation of bank statements
  • compile a statement of cash receipts and disbursements
  • supervision of investments
  • preparation of Federal and State Income Tax Returns

Long-term Care/Caregivers

  • analysis of long-term care funding options
  • serve as the liaison between caregiver or nursing home and other third parties
  • monitor through visits and telephone contact

Household and Auto Maintenance

  • arrange maintenance of home, auto, and yard
  • purchase furnishings as needed
  • monitor insurance coverage including homeowners, auto, medical

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your
financial security.

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.