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  • Home
  • Our Services
    • Business Services
      • Small Business Accounting
      • Payroll
      • Business Valuation
      • Strategic Business Planning
      • Succession Planning
      • New Business Formation
    • QuickBooks Services
      • Why Quickbooks
      • QuickBook Setup
      • QuickAnswers
      • Quickbooks Tips
      • QuickTuneup
      • Buy QuickBooks and Save
    • Services For Individuals
      • Personal Financial Planning
      • Estate Planning
    • Tax Services
      • Tax Preparation
      • International Tax Service
      • FBAR
      • Tax Planning
    • IRS Representation
      • IRS Audit Representation
      • Non-Filed Tax Returns
      • Back Taxes Owed
      • Payroll Tax Problems
      • IRS Liens
      • IRS Levies
      • IRS Wage Garnishment
      • IRS Seizures
      • Offer In Compromise
      • IRS Payment Plan
      • Bankruptcy
      • Innocent Spouse Relief
      • Get Your IRS File
  • Why choose Us
  • Who We Are
  • Guides
    • Life Events
    • Business Strategies
    • Investment Strategies
    • Tax Strategies for Business Owners
    • Tax Strategies for Individuals
    • Frequently Asked Questions
  • Tax Center
    • Track Your Refund
    • Tax Due Dates
    • Tax Rates
    • IRS Tax Forms and Publications
    • Record Retention Guide
    • State Tax Forms
    • 1040 Tax Calculator
    • Marginal And Effective Tax Rates Calculator
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Personal Financial Planning Services

Home » Our Services » Services For Individuals » Personal Financial Planning

Creating Financial Freedom!

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

We help you…

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
  • Pay for your child’s college education by accurately estimating the amount of money you’ll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
  • Protect your family in case you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can’t manage them yourself.
  • Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.
Our Services
  • Business Services
    • Small Business Accounting
    • Payroll
    • Business Valuation
    • Strategic Business Planning
    • Succession Planning
    • New Business Formation
  • QuickBooks Services
    • Why Quickbooks
    • QuickBook Setup
    • Quickbooks Tips
    • QuickAnswers
    • QuickTuneup
    • Buy QuickBooks and Save
  • Services For Individuals
    • Personal Financial Planning
    • Estate Planning
  • Tax Services
    • Tax Preparation
    • Tax Planning
  • IRS Representation
    • IRS Audit Representation
    • Non-Filed Tax Returns
    • Back Taxes Owed
    • Payroll Tax Problems
    • IRS Liens
    • IRS Levies
    • IRS Wage Garnishment
    • IRS Seizures
    • Offer In Compromise
    • IRS Payment Plan
    • Bankruptcy
    • Innocent Spouce Relief
Free Consultations

If you’d like to receive a Free Consultation, please complete this form.


BergerCPAFirst is a Certified Public Accounting firm that exclusively serves the accounting and tax needs of small businesses like yours for an affordable fixed fee!

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NJ Office

114 Essex Street, Suite 102 Rochelle Park, NJ 07662

NY Manhattan office

505 Eighth Avenue, Suite 1402, New York, NY 10018

NY Long Island Office

115B Broadway, Ste 1, Hicksville, NY 11801

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7750 Okeechobee Blvd, West Palm Beach FL 33411

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(201) 587-9200

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