What We Can Offer You
Our firm will offer you a broad perspective to your financial future. Whether you simply want to create a savings plan to get you started on your nest egg, or you have a complicated financial situation and need expert guidance, we are here for you. Our breadth of services is extensive and our professionals are eager to work with you to create a plan for your future.
We offer this menu of services for individuals and business clients:
Wealth Management
- Investment Management
- Family Risk Management
- Retirement Planning
- Education Planning
- Legacy Planning
- Business Planning
Insurance
- Pension Plans
- Fixed & Variable Annuities
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
Tax and Accounting
- Business and Individual Tax Prep
- Tax Planning and Consulting
- Electronic Filing
- Tax Reduction Strategies
Financial Statements & Consulting
- Monthly Financial Statement Preparation
- Operational Results Overview
- Comparative Tools for Management
- Strategies to Increase Revenues and Reduce Costs
- Buy/Sell Strategies and Analysis
- Cash Flow and Debt Management
Exit Planning
- Data Collection
- Business Valuation
- Analysis and Recommendations
- Timeline for Business Sale
- Implementation of your Exit Strategy
Payroll Services
- Comprehensive Payroll Processing
- Time & Attendance Systems
- Federal & State Tax Compliance
- ACA Administration and Filings
- Human Resource Management