Services

• Cash management assistance / budgeting
• Mortgage and refinancing advice
• Retirement planning
• Education funding and financing
• Insurance coverage review
• Maximizing deductions and savings on charitable contributions
• Estate planning / estate and gift tax recommendations
• Other services including tax return preparation, tax and transaction planning, etc.

Guiding you through your financial future

Personal Financial Planning is the process of setting specific goals, mapping out a plan to achieve those goals and monitoring your progress. Baker Newman Noyes helps individuals gain a better understanding of their financial situation and plan for the future.

For more information about Baker Newman Noyes Personal Financial Planning Services, contact Donna Ryan, Principal at dryan@bnncpa.com