Personal and family finances reach beyond the hard numbers to encompass deep emotional issues such as love, security, and stability for future generations.

Clients of Wentzel, Berry, Wentzel & Phillips are encouraged to set wide-ranging and long-term goals for themselves and their families using our team's caring expertise and sensitive approach to a variety of considerations. The answers to our detailed questions help in the formulation of planning strategies that are part of a flexible, regularly updated, long-range life plan.

We encourage our clients to approach their financial goals in a holistic manner. Our clients especially benefit from the value provided by our clear communication, our ability to "translate" what can be complicated information, our creation of new opportunities, our ability to anticipate the effects of different life stages, our initiative to protect their well-being, and our attention to new and updated income tax laws.

As trusted advisors, WBWP helps each client revisit his or her lifetime plan regularly, especially with new tax-related legislation in mind, as people become busier in their lives and are more apt to overlook addressing long-range financial matters. Using close, personal attention, we can provide practical and timely ideas for controlling and maximizing income growth over a long period of time.

For those who have more than one home, or are seasonal residents of Southwest Florida, our multi-tax expertise is valuable in helping to maximize the use of tax deductions and considerations that can also provide added peace of mind and maximum prosperity.

Individuals and families alike can benefit from the following services offered by WBWP:

• Tax planning and preparation
• Retirement planning
• Estate planning

Contact Debbie Harvey today (239-566-1600) for more information about the services we extend to people who value trust, integrity and exceptional service.

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