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Our Services

We Work For You!

First, we listen, ask questions, and gain an understanding of your needs. Then, we’ll help you develop a customized financial program, and walk you through a step-by-step process that will help make you feel confident about your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial plan, utilizing the following products and services:

FINANCIAL SERVICES

     Building Your Nest Egg

     Mutual Funds-Managed Assets-Savings

    • Have you considered professional management?
    • Is your money working as hard as you are?
    • Is your portfolio diversified and tax efficient? 

     Protecting You and Your Family

     Disability-Life Insurance-Long Term Care

    • Want to maintain & preserve your personal and/or business assets?
    • Concerned about income replacement for your family or business?
    • Do you have an estate plan or business succession plan?

     Receiving a Paycheck for Life

     Pensions-Income Annuities-Social Security

    • Concerned about outliving your assets?
    • Looking for guaranteed income?
    • Need portfolio withdrawals greater than 4%? 

TAX & ACCOUNTING SERVICES

     Income Tax Preparation

     Personal/Corporate/Partnership/Trust Tax Returns

    • Need help with strategies for minimizing tax liability?
    • Looking for Bookkeeping and Payroll Services?
    • Trying to resolve a problem with the IRS?