Additional Services

Diligent Financial Planning to Set the Grounds for Financial Success and Comfort, No Matter What Industry You’re Operating In

Our financial management specialists offer an extensive range of services for your business and personal finances alike. We specialize in financial management and planning for the following industries:

• Farming Industry
• Wineries
• Restaurants
• Food Processing

As a business owner in any of these sectors, you’re dealing with a unique set of financial concerns specific to your business as well as the industry. Our financial strategies take into account your financial circumstances to create sound strategies instrumental to your financial success.

As your financial planners we don’t restrict ourselves to only your commercial interests—we look at all aspects of your finances to create one extensive strategy that resolves all financial concerns. With our services, you can grow and sustain your wealth. Our list of services includes:

Estate Planning

The right estate planning strategy can reduce your tax burdens, eliminate inheritance issues and so much more—we set your affairs in order so that your future generations don’t have to. From helping younger inheritors, managing paperwork and handling the passing of powers of attorney to amending estate plans and documenting everything precisely, Canberra Company does it all.

Our financial plans minimize the liabilities to your successor as your estate is passed to them. All the backends and potential problems—such as becoming incapacitated—are duly considered.

Income Planning

You probably aren’t concerned about your income while you’re still working, managing your businesses and investments yourself—but what about when you’ve retired? It pays to prepare for a time when you won’t have multiple income and profit streams rolling in every month while you still can. Our financial planning specialists also outline a long-term financial plan that enables you to live a life of luxury even when you’ve retired.

Reach out to us today by giving us a call at (805) 962-1040 or send us an email. We’re always ready to cater to new clients. When it comes to Canberra Company, there’s no holding back.