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Budulator

Founded 1993 • With Angi since June 2012

N/A
Credit Repair
Banking/Credit Unions
Financial Planning
Accountants/Tax Consultants

Description

We provide stress-free money management services including budgeting, bill-payment, record-keeping, and pre-tax preparation to individuals, households, and small businesses....

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Super Service
Award 2020
SOVEREIGN WEALTH MANAGEMENT

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.  

Offers by SOVEREIGN WEALTH MANAGEMENT on Angi
Plattenburg & Associates, Inc. CPAs

A full-service CPA firm, with evening and weekend hours available by appointment, and offices located in Cincinnati and Dayton. Our firm has serviced businesses, government entities, and families in Ohio, Kentucky and Indiana since 1941. We have convenient locations in Kenwood and Miamisburg, OH (hours may vary). Our goal is to provide personalized, quality service to allow our clients to maximize their potential. Our key personnel have extensive audit, tax and accounting experience. Our key professional staff are members of the American Institute of Certified Public Accountants, Ohio Society of CPAs, and the Kentucky Society of CPAs.. All personnel keep abreast of current developments through our continuing professional education program. We appreciate the opportunity to be of service to you.  

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Services Offered

We help you set up and maintain your budget; then we manage and execute that budget for you according to your guidelines. We make sure your bills are paid on time using funds you deposit (normally by direct-deposit) into your Budulator Assigned Account. We deposit allowances and spending money into your own allowance accounts weekly. We also set aside funds for irregular items such as house and car maintenance, special events, vacations, etc.

Services Not Offered

We do not give loans or cash advances, and we do not pay your bills until we have received and verified your funds.

General Information
Free Estimates
Yes
Eco-Friendly Accreditations
Yes
Payment Options
Check, Financing Available
Senior Discount
No
Warranties
Satisfaction