Personal financial statements can serve high net-worth
individuals in a variety of ways. These
financial statements can help those who are affluent to obtain loans, enter
into various investment transactions, develop financial plans or even run for
public office. The New Year is an
excellent time to have 2020 financial vision and plan for upcoming
opportunities.
Here are some reasons for preparing a personal financial
statement –
1. Obtaining a loan
2. Various investment
opportunities
3. Meeting the financial
requirement of a co-op
4. Developing a
retirement plan
5. Preparing for a
divorce proceeding
Properly prepared personal financial statements can be
tricky. That is why it may be wise to
make a New Year’s appointment with Las Vegas CPA and financial statement
professional preparer Michael Mathews.
Michael has a beautiful office located at 2620 Regatta Dr. Suite
102. Call early in 2020 for an
appointment at (702) 240-5237.
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