Our company at a glance
Mettler CPA PLLC
Mettler CPA was established in 2012 as a result of watching elderly friends and relatives struggle with even the most basic tasks: Paying bills, filing a timely tax return, remembering where their money was invested, converting investments to monthly income, and figuring out how to sign up for Medicare and Social Security. What seems to be a simple task can be overwhelming in old age, particularly for people with dementia.
Mettler CPA wants to help you prepare a solid financial foundation for your senior years. We do not sell anything other than advice. If you feel like you aren't able to maximize your investments due to lack of financial know-how, please contact us!
Service Area
Although we are based in the Spokane Valley, we serve a wide area within Spokane County including: Spokane, Airway Heights, Mead, Spokane Valley, Liberty Lake, and Otis Orchards-East Farms. If you need our help and are outside this area, please call 509-879-7187 or email Anne@MettlerCPA.com and we'll evaluate the possibility of providing service at your location. We do not provide service in Idaho at this time.
Seniors face tough questions
People over age 50 face some of the most difficult financial decisions and situations of their lives:
- How much money do I need to live in retirement?
- How much can I withdraw from my savings/investments every month and minimize the risk of running out of money?
- What are the tax implications of selling my investments?
- How do I know if the person giving me financial advice cares about what is best for me rather than what is best for them?
- What if I am no longer able to manage my own finances? Who can I trust?
- How do I talk to my children about money? Do I trust my children, their spouses, and my grandchildren?
- Who will be the personal representative for my estate since I don't have any children or my children lack the expertise or desire to do the job?
- What if I don't trust my children to manage my affairs or my estate?
- What do I do if I don't know anything about my parent's financial situation and their health and minds are starting to decline such that I will be taking care of them in the next few years?
- How can I help my dad handle his finances if he doesn't want to discuss it with me?
Seniors can get frustrated regarding finances