Professional Services

David M. Corry, CPA/PFS is a personal financial planner and member of the prestigious American Institute of Certified Public Accountants Personal Financial Planning (PFP) Division.  Mr. Corry has been in public accounting and consulting serving a wide range of business industries and individuals for over 35 years.  He has well positioned himself to  provide the utmost professional assistance with his own touch.  Mr. Corry materially participates in and oversees all plan preparations.

Your Financial Plan is completed in phases which include:

  • Preparation of a Confidential Questionnaire
  • An analysis of your most recent income tax returns
  • An initial consultation to determine "What's Important to You"
  • Preliminary Action Steps to address significant areas of need
  • Preparation of the Financial Plan

Plans consider but are not limited to:

  • Retirement
  • Education Planning 
  • Budgeting
  • Insurance
  • Investments
  • Tax and Estate Planning
  • Social Security
  • Creditor Protection