Accounting ServicesWe provide year-round consultation services on accounting, bookkeeping, reporting, and small business internal audits.
Insurance PlanningWe advise on all aspects of insurance planning including, but not limited to: life & health insurances, disability, long-term care, and annuities.
Financial PlanningWe establish a thorough analysis of your financial goals and create a customized solution. Our experts constantly review and revise to find a strategy that best suits your changing needs.
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TAX ComplianceWe provide professional tax preparation and planning services for both personal and business needs with the personalization that software packages can not.
Controller and CFO ServicesWe provide in-depth data analysis and strategic recommendations as part of our Controller and CFO services.
Human ResourcesWe assist in all areas of payroll and can provide full-service payroll duties upon request including HR audit.
Education PlanningWe advise parents on college planning and funding. It is never too early to start.
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Retirement PlanningOur expertise in tax-free retirement solutions such as: consultation in guaranteed income for life, all aspects of IRA(s), 401K, and more.
Business SolutionsWe are focused on finding and implementing solutions for you by conducting a
cash flow and tax savings analysis for your business. We also offer consultation on various types of benefits and Corporation/LLC services. Estate PlanningOur legal department provides full service customized estate plan documentations and advanced planning such as: Irrevocable Life Insurance Trust (ILIT), Charitable Trust, Limited Family Partnership (LFP), and more!
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