Retirement & Financial Planning Services in Sunrise & Fort Lauderdale, FL

Retirement & Financial Planning Services in Sunrise & Fort Lauderdale, FL

Planning for a comfortable retirement is about more than just saving money. You need the help of an adviser you can trust to offer valuable insight, sound recommendations, and a detailed financial plan. In Sunrise, and Fort Lauderdale FL, turn to Fallenbaum CPA & Advisors LLC.

How I can help:


  • Selection and set-up of business entity type
  • Accounting systems structuring and set-up... we help you establish the right structure and foundation for your office/agency.
  • Strategic business planning... cash-flow and budgeting; assest and resource acquisitions; employee benefit and pension planning; exit and succesion planning; business continuity planning.
  • Retirement & financial planning... tax planning;retirement planning; debt & cash-flow management; social security benefit planning; risk management and assest protection; education funding; major life changes; planning for major purchases; wealth transfer and legacy plannning.




At Fallenbaum CPA & Advisors LLC, financial planning is our specialty. In developing your financial plan, we'll work closely with you to ensure that we thoroughly understand your lifestyle goals and financial objectives, both short-term and long-term.



Plan Now for Financial Security in the Future

Our highly experienced professionals believe in providing realistic, personalized solutions for each our clients. Whatever your goals for retirement, we'll work our hardest to help you reach them. And no matter your financial situation, you can rest assured that when you come to us, you'll get the attention and respect you deserve.
Experience Peace of Mind when you have our firm on your side with the following services:

  • Tax planning
  • Debt & Cash-flow manangement
  • Risk management & asset protection
  • Retirement planning
  • Social Security benefit planning

Let the professionals at Fallenbaum CPA & Advisors LLC help you plan for a comfortable retirement. Call us in Sunrise, and Fort Lauderdale FL today to schedule your consultation.