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Client Services

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. 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.

Tax Consultation

Taxes can be complicated, but they shouldn't be confusing. Our 30 min to 1 hour Tax Consultation appointments are used to explain the benefits of tax planning and create a tax plan to benefit you.

Business Entity Formation 

Have you ever thought about starting that business but don't know where to start? Not to worry!  We can help you through the business setup process beginning by discussing your business and determining the proper Entity and Tax Structure for your business. From there, we will handle all the proper Entity Federal and State paperwork so you have nothing to worry about.

Tax Planning

· Tax Return Preparation

· Additional State Tax Return Preparation

· Individual Tax Preparation and Planning

· Business Start Up, Counsel and Corporate Taxes

· IRS and State Tax Audits

· Income, Gift and Estate Tax Returns

· Relocation Tax Issues

· Tax Resolution

· Quarterly and Annual Tax Projections

Bookkeeping & Payroll

· Controller Services

· Business Management

· Payroll Processing and Payroll Deposits

· Business Setup

· Quickbooks Client Setup

· Quarterly and Annual Payroll Reporting

· Bookkeeping Services

· Budgeting and Forecasting

Investment Services & Financial Planning

· Traditional IRA

· Roth IRA


· Simple IRA

· 401 (k) Planning

· 403 (b) Planning

· Solo (k) IRA

· Retirement Plan

· College Planning


· Life Insurance

· Long Term Care

· Disability

· Variable Annuity

· Indexed Annuity

· Fixed Annuity

Notary Services

A Notary Public is an official whose purpose is to serve the public in an unbiased manner. A Notary performs invaluable services for the legal, business, financial, and real estate communities. We have a notary on-site during our normal business hours. Feel free to contact us to make an appointment.

Ready to get started with your financial plan?

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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. |  661-209-3287