We work together to help you reach your goals.

Services for Individuals

London Witte Group provides a comprehensive set of services for individuals seeking accounting expertise.  As with all of our client relationships, we believe that building a solid understanding of your goals and vision should drive the solutions we develop, and we work hard to earn each client’s trust.  When we work with individual clients, LWG professionals use in-depth financial analysis to consider every aspect of the financial situation in light of the client’s future goals.

Our accountants also work collaboratively for our individual clients, often coming alongside our clients lawyers and brokers to suggest the most advantageous forms of estate and retirement planning, investment strategies, and tax planning.  At LWG, our goal is to use sound analysis and comprehensive thinking to ensure that each client’s financial picture is sound and potential problems are averted.

We assist our individual clients in a variety of ways including:

  • Tax Planning
  • Estate and Retirement Planning
  • Tax Compliance
  • Investment Analysis
  • Trusts and Family Partnerships
  • Personal Financial Statements
  • Bank Financing

 

The LWG partners who work primarily with our individual clients are: Stacy Murphy, Earl Ridlen

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