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Our Services

Assisting You With Your Future

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service specifically designed to meet the current and future needs of our clients. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

  • Asset Management
  • Financial Advising
  • Tax Planning & Preparation
  • Wealth Building Strategies
  • Insurance
  • Retirement Plans
  • Estate Planning
  • Stock Option Tax Strategies
  • Tax Representation
  • Tax Negotiations with State and Federal Agencies
  • Multi-state Tax Preparation
  • Business Incorporation
  • Accounting and Bookkeeping
  • Financial Statement Preparation
  • Bookkeeping & Payroll Services
  • New Business Formation (Incorporation)
  • Business Buy/Sell Assistance
  • Comprehensive Financial Planning
  • Investment Planning
  • College Saving Planning
  • Individual Tax Planning & Preparation
  • Business Tax Planning & Preparation
  • Estate & Trust Tax Preparation
  • State & Local Taxes
  • Tax Credits & Incentives
  • Expatriate Tax Preparation and FBAR Filing
  • Tax Entity Type Selection
  • IRS Representation

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (770) 396-6556