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What We Can Offer You

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


For More Information Please Contact Us