Full Financial Planning

Mezrah Financial acts as your personal CFO, your buyer and advisor as it relates to any and all financial matters. We can do everything but run your business. We use all of our resources and contacts to help improve your situation. We can also assist with the hiring and firing of your CPA and/or lawyer, including negotiating their fees, as well as any of the following:

  • Assist with buying/selling a business
  • Retirement Income Planning
  • Cost Reduction measures within your business
  • Employee and executive benefits
  • Tax Reduction
  • Asset Preservation
  • Wealth Accumulation