Private Client Services

Private Client Services in Colorado Springs

As your Personal CFO, we will work with you to create a personal accounting services plan that will put you in control of your financial world. Our goal is to put you in control of your wealth, which in turn allows you to focus your time on those things that are most important to you.

Income Tax Planning/Compliance

You will be provided with proactive and unique tax planning strategies. Your Client Service Specialist (CSS) can help minimize your tax risk and exposure, and identify ways to reduce your overall tax burden.

Estates and Trusts

We will ensure that your family and your financial legacy are secure for future generations; while minimizing the impact of estate and gift taxes

Accounting and Reporting

We will reduce your daily financial tasks, such as bill payment, bookkeeping and expense reporting.

Family Office

We will help you manage the administration that accompanies wealth and spending, from reviewing real estate contracts to contracting for personal in-home services.

Asset Protection and Insurance

We will help protect you and your family in the event of a financial emergency. We will assist in the selection of life, disability, personal liability and major asset insurance plans. This includes advising on the liability protection benefits of restructuring your current asset holdings.

Philanthropy

We will assist you in establishing, setting goals for and administering family foundations, charitable trusts and grants. We will set up effective investment and tax strategies, maximizing the social and economic benefits associated with your charitable giving.

Personal Financial Planning

There are many elements of financial planning that we look at when designing the plan. The BiggsKofford CPA Firm approach to financial planning is to help you and guide you through looking at the big picture with a comprehensive approach.

The main considerations of our personal accounting services are:

  • Overall goals and objectives
  • Investment strategies and allocations
  • Your current financial picture and future financial growth plan
  • Estate planning
  • Life insurance
  • Risk management and alignment with your risk tolerance
  • College education and funding planning
  • Family organization planning
  • Organizing a business succession plan
  • Our recommendations and action plan

Please contact us for more information on our personal accounting services.

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