Kuehl Shepherd & Associates, PC, CPAs, (KSA) is a Certified Public Accountant firm dedicated to providing fee only financial planning services to individuals and small businesses.  Founded in 1971, KSA was a pioneer in financial planning and consulting.  The firm’s foundation was built on a commitment to offer clients unbiased financial advice.  Our financial plans adhere to standards set forth by the American Institute of Certified Public Accountants (AICPA) and the Certified Financial Planner (CFP®) Board of Standards.

Any investment advice mentioned in our financial plans is provided by our affiliate, Kuehl Shepherd Kozlowski & Associates, Inc., Registered Investment Adviser.

If you decide to engage us to provide your financial plan, you will be led through an extensive process that includes, but is not limited to, the following:

1. ESTABLISH  your financial goals and objectives

We will listen to you and help you reveal what goals are truly important to you and then help you prioritize those goals.

1. GATHER detailed data regarding your financial information

We provide you with a data collection list that helps focus on the information you will need to bring in for meeting. 

1. ANALYZE your data collected

Our experienced competent staff will review your current situation and consider strategies related to personal financial planning, investment planning, estate planning, tax planning, and insurance related issues.

1. PREPARE  and present your financial plan

We will sit down with you and review our recommendations in a language that is easy to understand.  We encourage you to ask questions throughout the process and we invite you back near your one year anniversary in order to monitor your process.

We are a dedicated team committed to providing competent objective financial advice built around a trust relationship.