OTHER SERVICES
We provide our business and individual clients with other services. These include:
Business
- Financial performance analysis
- Cash flow analysis - and how to improve it
- Budgeting and projections
- Business expansion considerations
- Control of receivables, payables and creditor financing
Individual
- Personal financial planning
- Personal insurance review
- Estate and retirement planning
- Investment portfolio management including asset allocation, diversification and tax-deferred/exempt investments
Securities and advisory services offered through The Strategic Financial Alliance, Inc (SFA). California Ins. Lic. # 0C76004. David Levinson is a registered representative and investment advisor representative of SFA which is unaffiliated with David Levinson CPA & Associates.