Contact Us

Steven A. Goldberg
Parkview Atrium
300 S. St. Louis Blvd., Suite 103,
South Bend, Indiana 46617

Phone: 574.289.8984
Fax: 574.289.1364

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Financial Planning

Our innovative business, financial management and planning services will help you achieve your financial goals.

Your business and financial planning situation is unique. But our comprehensive services will find a solution tailored to your specific needs. Our goal is to provide you with the documents necessary to grow your business.

Business Planning and Problem Solving

Our services will help you grow your business, increase profitability and operate more efficiently. They include:

  • Financial Projections and Long Term Forecasting
  • Management Succession Planning
  • Budget Development
  • Buy-Sell Agreements
  • Lease-Buy Analysis
  • Working with Banks
  • Operational Reviews
  • Insurance Analysis

Business Formation, Valuations, Acquisitions, Mergers and Sales

We can assist you in starting, acquiring, merging or selling your business. Our services include:

  • Incorporations and Formations
  • Financing
  • Structuring Transactions
  • Expert Testimony
  • Estate Planning and Taxation

Family Business Consulting and Succession Planning

We recognize the many unique attributes of family businesses. So in addition to standard account and tax services we have had significant additional experience helping owners and families in the following areas:

  • Succession Planning
  • Estate Planning and Taxation

Wealth Building and Financial Planning

We’ll help you meet your financial goals, whether they include getting the most from your income and current assets, increasing your net worth, or planning for financial stability. Our services include:

  • Family Budgeting
  • Retirement Planning and Investment Options
  • Planning for Education

Estate Planning

Our services can aid you in minimizing your estate taxes. They include:

  • Avoiding Probate
  • Living Trusts and Wills
  • Power of Attorney and Health Care Power of Attorney
  • Gifting and Charitable Giving
  • Estate, Trust and Gift Tax Filing