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").