HEADER111111111 twitter logo-blue box facebook logo-blue GOOGLE Robert A. Woloshen CPA, PC on linked in Estate Planning with a Financial Advisor

Secure your estate and your family's future

You can secure your financial future and protect your estate for your family when you have us handle your personal accounting. We can help you navigate the complex world of finance.


You can get a quick overview of your financial situation with the handy calculators linked in this website's sidebar, but your next step should be to contact us for professional advice.


When you call us, you can reap the benefits of over 36 years of accounting experience. We can help you handle your assets in ways that will ensure you and your family are prepared for the future.

You can get a full array of accounting and tax services to protect your income and savings. You can also simplify your own involvement by having us manage your regular finances, leaving you more time to focus on your life and your loved ones.

    • Estate planning

    • Trust planning

    • Gift taxes

    • Tuition management

    • Loan payment management

    • Mortgage payment management

    • Financial planning

    • Financial statements

    • Retirement planning

Begin your financial planning with these convenient calculators:

    • Loan Calculator

    • Mortgage Calculator

    • Retirement Calculator

    • Tuition Calculator

    • Social Security Calculator


Call today to continue planning your financial future.


Get money management that works today and plans for tomorrow

Professional with a

personal touch