Our Services
It is my practice that Financial Planning begins with a "Financial Checkup" that is an in-depth evaluation of your current financial situation. With a written financial analysis I can focus on your specific goals. I also offer a broad range of services and products that help you achieve your financial goals.
COMPREHENSIVE FINANCIAL PLANNING
- A Written Financial Analysis
- Estate Preservation and Transfer
- Retirement Planning
- Income Tax Planning
- Education Planning
- Gifting Strategies
INVESTING
- Stocks and Bonds
- Mutual Funds
- Brokerage Accounts & Asset Management Accounts
- Certificates of Deposits
- IRAs- Roth, Traditional, Education
- Tax Deferred Annuities
ASSET PROTECTION
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
BUSINESS
- 401(k), Profit Sharing, SEPP, Simple Plans
- Group Life & Disability
- Buy/Sell Planning & Funding
- Payroll Deduction Plans
- Key Person Protection
INCOME TAX
- Income Tax Preparation
- e-File
- Tax Consulting for Individuals and Business