Our Services

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Here is a list of services for which my clients rely upon me:

-Income tax planning and preparation.

-Bookkeeping and accounting services

-Not for Profit organization (both religious and non-religious) specialists 

-Small business retirement plans.

-Business succession planning.

-Estate planning.

-Personal retirement planning.

-College planning.(529 and Coverdell plans, for example)

-Insurance solutions. (Term and Permanent Life, Disabiliity, and Long Term Care Insurance)

-Variable and Fixed Annuities.

-Mutual Funds.

-Fee based Asset Management services. ("Managed Money").