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Financial Advisory

Accumulating wealth is hard work, so we want to help you protect it.

Metcalf Hodges seamlessly handles complex tax situations and will deal with challenging family and inheritance issues. We endeavor to always go a step beyond, with planning services that will help you manage and preserve your wealth.

Our experienced CPAs have a deep knowledge of financial and business affairs, and technical competence in income, gift and estate tax planning and compliance.

We also have strategic relationships with sophisticated service providers to help with wealth management, brokerage, private banking, insurance, and pension issues.

Our Financial Advisory services include:

  • College and other life event planning strategies
  • Estate & trust tax planning, compliance and administration
  • Estate freeze and discount planning
  • Financial planning
  • Insurance planning
  • Maximization of wealth transfers
  • Planned giving programs
  • Charitable giving
  • Retirement plan/IRA distribution planning
  • Succession planning
  • Tax planning and compliance
For more information on our Financial Advisory services, simply call

(360) 733-1010

or click here.