Financial Planning Services

Citrus Heights Financial Planning Services

Anne McCaleb, CPA specializes in financial planning services to preserve wealth and protect assets. Our vast knowledge of financial services gives us the insight to help you make critical decisions that impact your future. We spend considerable time developing a thorough understanding of your personal financial goals, so we can coordinate a personalized plan that allows you to feel confident and well-prepared for the years to come. We analyze your assets, sources of retirement income, investment options, and consider various alternatives for retirement planning, in order to maximize the value of your estate.

Planning adequately for the financial security of you and your family requires the assistance of a qualified professional like Anne McCaleb, CPA. Our Citrus Heights, CA CPA firm has been working with local individuals and families for many years and we strive to build a lifelong relationship with each of our clients.

Personal Financial Scorecard Planning Tool

Download our Scorecard Planning Tool now. This is a tool designed by the AICPA to help clients assess their "financial life" and see what planning services may be right for them. Clients can use the tool on their own and then schedule a free follow-up phone call, after tax season, to go over their findings. 

Schedule a free phone follow-up (after tax season)

Financial Services for Individuals

Get your financial advice from a trusted CPA firm. Request a free consultation through our website to learn more or call 916-634-4002 now.