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

Investments
• 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

Insurance
• 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 

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

Retirement Planning
• 401(k), IRAs (Roth, SEP, Simple)

Health Solutions
• Individual & Group Plans - Medical, Dental, Vision