Financial Services
At Wozena & Associates, PC, our goal is to help you achieve financial peace of mind by helping you set goals and realizing your dreams.
Our Lansing CPA firm can assist you in prioritizing and quantifying your financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy to achieve those goals.
Investments:
- Mutual Funds
- Common Stock
- Government Securities
- Traditional IRA
- Roth IRA
- SIMPLE IRA
- 401K Plans & Rollovers
- College Savings Plans
Services:
- Retirement Planning
- Investment Analysis
- Money Management
As CPAs and trusted advisors, we strive to do what's right for our clients. We'll work with you to design the right plan for your needs.
Contact Us for an FREE Initial Consultation
Send us an e-mail or call us today at 517-347-9931 and ask for Susan Wozena to discuss your business needs with an experienced Lansing CPA.
Securities offered through Dominion Investor Services, Inc. Member FINRA & SIPC.
 |
Ask Us a question We offer a free consultation to local business owners. Please call us or complete our form and we will contact you. |
 |
 |
Client Login Clients log into our secure file transfer area to send private, encrypted files directly to our office. >>Login Here |
 |
Free Newsletter We offer a free monthly newsletter featuring tax savings strategies, ideas for growing your business, Quickbooks tips and more. Subscribe Now! |
 | TaxTips A valuable resource that includes hundreds of tax related articles. Read more>> |