Our Services

We offer services, programs and advice for individuals, families and small-to-medium sized businesses.  Take a look and let us know if you have questions.

Services for Individuals & Families

Fee-based Asset Management Services
• 529 Plans, Coverdell, UTMA
• IRAs (Roth, SEP, Simple), 401(k), Solo 401(k)
• 1031 Exchange

Estate Planning
• Charitable Remainder Trusts
• Business Ownership Succession Plans
• Insurance Needs Analysis

• Annuities, Disability, Health, Life, Long-Term Care

Accounting & Tax

  • Tax planning & Preparation
  • Year-end Planning & Quarterly, Mid-year Projections

Real Estate 

  • Mortgage, Refinance, Purchase, Sell

Business Offerings 


  • Business & Growth Strategies
  • Tax Planning & Preparations
  • Bookkeeping & Payroll

Retirement Planning

  • 401(k), IRAs (Roth, SEP, Simple)

Health Solutions

  • Individual & Group Plans - Medical, Dental, Vision