Individuals

Individuals

Individuals have increasingly complex issues that require the help of a trusted advisor, and we’ve been helping our clients navigate these issues for many years. Blume Keeney offers a comprehensive range of services to reduce your tax burden and lower risk. Whether your income is sourced from a business, financial investments, real estate, or something else, we consider your unique situation and offer specialized solutions to help you keep more of your money.

Our tax and financial consulting services for high net worth individuals include:

  • Gift and estate tax planning and compliance
  • Income tax planning and compliance
  • Retirement planning
  • Charitable and philanthropic planning
  • Education planning

Entrust your financial goals to a team who has the technical expertise provided by a large firm, and the personalized values of a small firm. Contact Blume Keeney today at (425) 404-3540 for a consultation.