Tax, Accounting, International, and DE Holding Services - McBride Shopa & Company, P.A. in Wilmington & Rehoboth, DE.

We understand your business and houw to make it successful. We'll earn your trust as we provide first-hand knowledge and support that your businesses and you require.

We believe in commitment to each individual, professional and business owner we serve. Our knowledge and experience in business matters enables us to provide you with sound financial strategies to help you protect your assets and achieve your financial goals. This approach enables you to complement your financial and estate planning with investment, brokerage and insurance services.

l Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

l Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

l Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

l Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

l Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

Services offered through the partnership of Brantwyn Financial Solutions, LLC, and AXA Advisors include:

Financial Services for Individuals and Businesses

Asset Accumulation

Education Funding

Retirement Planning

Insurance Protection

Long-term Care Insurance

Investments

Brokerage Services

Mutual Funds

IRA Rollover Accounts

Annuities

Employee Benefits

Pension Plans

Qualified Retirement Plans

Group Insurance

Employee/Executive Benefit Plans

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a Free Consultation below.