Financial Planning Services

Orlando financial planning serviceAsset protection and wealth preservation is vital to anyone trying to create a financial plan for their future.  Jaime Santiago, CPA has developed extensive experience as a financial advisor providing financial services to individuals and small businesses in the Orlando, FL area.

As a trusted Orlando CPA firm, Jaime Santiago, CPA has helped numerous clients develop personalized financial plans to meet their financial goals for years to come. We offer retirement planning services, business succession planning, insurance plan evaluations, mutual fund advising, and more. All of our services are designed to minimize your tax liabilities and maximize returns.

Want to learn more about the financial planning services from Jaime Santiago, CPA? Give us a call at 321-299-9408 to schedule your free initial consultation. We look forward to working with you on any of our many financial services.

Financial services for individuals:

  • Retirement planning
  • Estate planning
  • Retirement plan evaluations
  • Life insurance planning
  • Health insurance planning
  • College savings planning
  • Mutual fund advising
  • Trust planning
  • Wealth management

Financial services for businesses:

  • Succession planning
  • Buy/sell agreements
  • Employee benefit plans
  • Executive compensation plans
  • Employee retention plans
  • ...and more

If you need financial planning assistance, give Jaime Santiago, CPA a call today at 321-299-9408 to schedule your free initial consultation. We look forward to speaking with you!