Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in 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 program utilizing the following products and services:

 

 

 

Insurance

  • Life & Health Insurance
  • Disability Insurance
  • Long Term Care Insurance and Planning

 

Accounting

  • Bookkeeping
  • Financial Statements
  • Quickbooks Pro Advisor
  • Sales Tax Returns
  • Payroll Tax Returns

 

Tax Services

Tax Planning and Return Preparation for:

  • Individuals
  • Businesses
  • Corporations
  • Estates and Trusts
  • Tax Saving Strategies