San Luis Obispo, Santa Barbara, Carmel, & Porterville CA Individual Accounting

Offering financial services for individuals including estate planning and elder care. Call 805-781-0688

Personal Financial Planning

Woman Frustrated With FinancesAt FITZPATRICK PROFESSIONAL ACCOUNTANCY LLP, you can expect personalized guidance for all of your personal financial goals. We will develop a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. Our financial planners can help you:

  • Save enough for a comfortable retirement
  • Pay for your child's college education
  • Protect your family in case you become disabled
  • Achieve your investment goals
  • Leave a legacy for your heirs

Estate Planning

You don't need to navigate the daunting hassles associated with estate planning alone. Our team is waiting to assist you through every step of the process. Let us help you clearly define your estate planning goals. From there we will recommend estate planning options, prepare and review your documents, transfer the assets of your estate to heirs, organize the fair and adequate liquidation of your estate and amend your plan as needed. Our services also include:

  • Living Wills and Trusts
  • Lifetime Family Wealth Transfers
  • Family partnerships and other business relationships
  • Leaving money to charities
  • Preparation for estate and trust tax problems

Elder Care

Elder CareHave peace of mind knowing you are receiving the help of a caring, honest and knowledgeable professional with your elder care needs. At FITZPATRICK PROFESSIONAL ACCOUNTANCY LLP, we can assist you in creating a financial plan, whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives. We have locations in San Luis Obispo, Santa Barbara, Carmel and Porterville, CA, so call us for more information!

  • Review and pay household bills and budgeting
  • Check writing assistance
  • Make sure money is received, receipted, and deposited
  • Plan retirement account distributions
  • Identify and plan retirement income
  • Address questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance
  • Arrange proper level of care and transportation
  • And more!


Service Areas Include: San Luis Obispo, Santa Barbara, Carmel, and Porterville, CA