Services

Comprehensive Financial Planning Services:*

• Identification of Financial Goals    
• Cash Flow Analysis
• Net Worth Statement
• College Planning
• Retirement Planning
• Estate Planning
• Insurance Analysis
• Asset Allocation Analysis
• Tax Reduction Strategies

Investments:*

• Mutual Funds
• Wrap-Fee Accounts
• Individual Retirement Accounts/Roth IRA’s
• Rollovers
• Retirement Plans (SEP’s, SIMPLE’s, 401(k)’s)
• College 529 Plans

Insurance:

• Annuities (Fixed, Variable*, Indexed)
• Life Insurance
• Disability Insurance
• Long-Term Care Insurance
• Health Savings Accounts

Tax Preparation/Consulting:

• Individual Tax Preparation
• Business Tax Preparation (Corporation, S-Corporation, Partnership, LLC)
• Fiduciary Tax Preparation
• Electronic Filing
• Payroll Reporting
• Small Business Startup/Consulting
• Tax Planning and Consulting

Notary Services