Services  /  Tax  /  Estate & Personal Financial Planning

Estate & Personal Financial Planning

Personal Financial Planning is the process of setting specific goals, mapping out a plan to achieve those goals and monitoring your progress. The professionals at BNN help individuals gain a better understanding of their financial situation and plan for the future.

Some of our services include:

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

Lead Contact

Donna M. Ryan

Principal

Donna began with Baker Newman Noyes in 1995 when the firm was founded, having previously worked for KPMG, one of our predecessor companies since 1988.  She is a Principal in BNN’s Tax Division specializing in individual, estate and trust tax matters, and personal financial planning.

Team Members

Eleanor M. Baker Timothy R. Hepburn Sandra E. King M. Jean McDevitt Michael F. Stillings