Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Fee Based Asset Management Services
Qualified Retirement Plans including
Simple IRA Plans
Individual and business tax return preparation
Business startup, Counsel & Corporate Taxes
Small business accounting and payroll services
Trust, gift and estate tax returns
IRS & state tax audits
Long Term Care Insurance
Disability Income Insurance
firstname.lastname@example.org | (717) 656-7544