Our Services

Tax Service

The piece of your financial puzzle called "taxes" permeates every area of your financial life.  All of our tax experts can either give you advice in the following areas, or they can guide you in the right direction.

Filing your tax return - We work to help you pay the lowest tax allowable and use all the tax breaks available.

Planning for future taxes - Are you thinking about selling your rental property, wondering how retirement income will change your picture, selling investments, or making other changes that affect your income?  We can project into the future and figure an estimated tax for you so you know how to prepare.

After death taxes - Will you be affected by estate taxes?  We can help you find ways to reduce estate taxes, and file the estate tax returns for you.

Small business concerns - Are you starting a small business, or do you already have a successful business?  Ask us for tax saving ideas.

Financial Service

There are many pieces to your financial puzzle.  Our financial advisors can help you put them all together.

Investment Services:  Do you have questions about mutual funds, annuities or an IRA Rollover?  Our financial advisors can guide you on how to work towards your goals.

Retirement Planning:  From accumulation strategies to rollovers and transitions to efficient distribution planning, our financial advisors can help answer all your questions.

Education Planning:  Do you have a young child who will be attending college soon?   Or maybe you want to make sure your child is financially prepared, even if the time is years away.  We will help you find the best savings plan for your family.

Family Risk Management:  Do you need assistance with long term care, life insurance, or a will?  Ask how we can help.

Senior Planning Solutions:  Do you have questions on how you can leave your estate to your heirs or how your estate should be set up appropriately?  Our financial advisors will be able to help you on the financial issues as well as the tax issues of legacy planning so your estate is administered as you desire.

Good service is top priority for everything we do from notarizing your signature to preparing a very complex tax return.