Retirement & Financial Planning Services in Sunrise, FL
Planning for a comfortable retirement is about more than just saving money. You need the help of an advisor you can trust to offer valuable insight, sound recommendations, and a detailed financial plan. In Sunrise, FL, turn to Fallenbaum CPA & Advisors LLC.
Plan Now for Financial Security in the Future
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. 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, FL today to schedule your consultation.
Don is one of the good guys on the planet in addition to being the best at what he does. His temperment exudes confidence and gives anyone who is in his company a strong sense of competency. Not much to say except, he's the best as a professional in his field, Accounting. I would trust his judgment and counsel without reservation. As I said, one of the Good Guys!
Don has been my CPA for many years and has done a great job Jeffrey Sodikoff
Fallenbaum CPA & Advisors LLC and staff have been amazing Don is the best there is they handle all my family's needs from financial planning to personal and corporate taxes they are simply the BEST! They are fast friendly courteous & take the time to go over everything with you as well as making recommendations for the furniture. I can't thank them enough for all they have done and all they continue to do highly recommended!
Two words for Don.... EXCELLENT, RECOMMENDED. A pleasure to work with for mom's annual 1040 return over the last decade+. He's accurate and quick to respond to any questions. Though our return is pretty straight forward Don makes life easier, tax-wise, for me, my mom's fiduciary. He gives great advice and handles our return efficiently, quickly and accurately. I have no doubt he's a great wealth manager as well. (He gets extra kudos for being a dog lover. :) )
We have been using Fallenbaum CPA & Advisors for many years now. Best decision I ever made...well maybe outside of marrying my wife and (now that I’m thinking about it) I guess having kids was pretty good too, but for financial advice, Don is great! Very personable, extremely intelligent and a pleasure to work with.
Always there to give the best advice for my financial decisions. Also manages my quarterly taxes for my S corp that they set up for me. I have been with Fallenbaum for over 7 years now, and I am extremely happy with the services that I receive.
Don Fallenbaum is seriously the best. He cares about his clients and goes the extra mile to not only keep us informed and explain things in detail to us but builds a friendship with his clients. He not only does my personal taxes but also the book keeping and pay roll for my 4 businesses. If your looking for the best this is your guy. Thank you for everything you do for me. Best Regards, Rob Sures
I have known Don fallenbaum and Associates for almost 20 years. Being young and growing a business and moving a business a few times does not leave me much time to always be as organized as I would like if wanting to live a little as well. The trust that I have in Don and the staff leaves me a tremendous peace of mind that I almost take them for granted. Glad they are in my corner so I can continue to grow my business in this competitive environment . Thanks Don!
Don has been providing accounting and money management services for me and my Businesses for over 25 Years He has always handled my needs in a timely / professional manor keeps his education up to date on all Tax and money matters i would highly recommend Don For ALL you Tax / Financial Needs
Very Professional,Highly Qualified, Worth Recommending to Others
Fallenbaum CPA & Advisors LLC has been doing our personal and business taxes for the past 5 years. We are very satisfied with their services. It is as easy as providing them with the documentation needed in order for them to process the returns. Painless and quick. Friendly environment too.
Dependable, knowledgeable and reliable
We have utilized the services of Don Fallenbaum for over 15 years. He has always provided very honest and wise advice for any tax decisions. We have been very satisfied with his handling of our business & personal finances and would highly recommend him to anyone.
Knowledgable, conscientious, and highly professional
I have known Don Fallenbaum, CPA, for over 15 years. Not only has he completed my entire families' tax returns in a timely, efficient, and knowledgeable manner, but he is always accessible year round to answer any questions we may have. When my father passed away this past March, I relied upon Don to answer many tax-related issues. He was very responsive to all my questions and took the time to provide me with outstanding guidance. Thanks to Don's recommendations, I was able to gain control of many issues that faced me during this time. In sum, Don Fallenbaum is a very capable, insightful, caring and conscientious individual. I highly recommend him to others.
Quality & Friendly Service
I have been using the services of Don Fallenbaum for the past 20 years. Both my business and personal accounting needs have been taken care of in a very professional manner. Staff is accommodating and questions are promptly answered. Even recommended to family and that is always “risky business”! They have thanked me many times over for recommending Fallenbaum & company.
The staff as well as Don are very professional and get my return done in a timely manner. Plus if I have any questions, he will sit down and discuss my concerns whenever I call. Either his secretary will call with answer if it was something easy to explain or Don will talk to me or bring me in to discuss it. Been with Fallenbaum CPA’s for several years and would recommend him if anyone should ask.
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- Accredited in Business Valuations (ABV)
- Certified Financial Forensics (CFF)
- Certified Public Accountant (CPA)
- Registered Investment Advisors (RIA)
- Certified QuickBooks Pro Advisor
- The American Institute Of Certified Public Accountants (AICPA)
- The Financial Planning Association (FPA)
- Board Member & Treasurer Sunrise Chamber Of Commerce