Personal Financial Planning

Building and preserving your personal wealth requires specialized attention. At AKA, we can provide guidance and plans to help you achieve your financial goals. 

We help you:

  • Save enough for a comfortable retirement by helping to identify your retirement needs, analyzing potential sources of retirement income, reviewing possible shortfalls and suggesting the best ways to save for retirement given your individual financial situation and risk tolerance. 

  • Pay for your child's college education by estimating the amount of money you will need and providing strategies for saving.

  • Protect your family in case of emergency by ensuring you have enough money saved and analyzing your insurance coverage. 

  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars and other fees. We also help you stay in control of your affairs by assisting with a plan for efficiently and securely passing your estate to the next generation.

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a consultation below.

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At Albero, Kupferman & Associates, we've been serving the accounting needs of WILMINGTON, DE and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily set up your initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!


Monday-Friday: 8:30AM - 5:00PM
Saturday: Closed
Sunday: Closed

Albero, Kupferman & Associates

T: (302) 230-7171
F: (302) 472-1700


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