Plan with a Purpose
Starting with your vision, and your goals, your financial strategy should reflect everything important to you.
Business & Personal Financial Planning
We have developed a finely tuned process that will lead you through the six stages of financial planning. This detailed and comprehensive process has received national recognition from the Financial Planning Association (FPA®).The following section details our process.
Michael Lopata, CPA
Michael Lopata and his team provide personalized, objective and comprehensive financial advice to business owners, professionals and families. We present alternative solutions in a clear and understandable way so our clients can make informed choices.
Exit Strategies & Business Succession Planning
Three in five small businesses (with fewer than 300 employees) don't have a business succession plan in place. (https://www.nationwide.com/personal/about-us/newsroom/press-release?title=020717-nw-business-succession)
Newsletters
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Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?