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Other Services

Personal Financial Planning

Our team of professionals can help you build a comprehensive financial plan designed specifically for your needs.

These services include:

  • Goals setting
  • Portfolio analysis
  • Retirement planning
  • Investment strategies
  • Net worth analysis
  • Year-end planning
  • Education financing
  • Life insurance
  • Asset and income protection
  • Tax advantaged investments

Business Consulting Services

As we work with our clients, Haddox Reid can offer advice in several areas pertinent to the financial health of their business.

These services include:

  • Merger and acquisitions analysis
  • Personnel searches
  • Financing arrangements
  • Risk management
  • Business valuations
  • Litigation support
  • Operational reviews
  • Computer consulting
  • Organizational structure studies
  • Fraud examination and forensic accounting.
  • Fringe benefit evaluation


Haddox Reid Firm Directory