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Estate Tax Planning

If you do not plan your estate, the state will plan it for you. Regardless of your net worth or family circumstances, you can benefit from a well designed estate plan. We can help prepare you with an estate plan which will minimize, or even eliminate estate taxes.

If required, we will refer you for wills, trusts, advanced health care directions, durable powers of attorney, life insurance and annuities.

Financial Planning

One of the most critical aspects in successful planning is the analysis of your entire financial picture. Everything plays a role in determining and realizing your long term goals. First, we conduct a step by step process with thorough fact gathering followed by a preliminary financial report, with recommendations, alternatives, and solutions to discuss. When your financial goals are established, the financial plan can be completed and then implemented. Being an independent planner and investment advisor means that you can feel comfortable with the options presented to meet your financial goals. Once established, this plan should be visited on a regular basis.

Financial Services

Your circumstance may require an independent review of your financial situation. We would conduct an analysis with a view toward arriving at a recommendation for your implementation. Our fees for providing this service would be negotiated in advance.

Retirement Planning

How much income will you need during retirement? Though no two individuals face the same income requirements, experience confirms that households need between 55% and 70% of pre-retirement income to maintain their normal standard of living during retirement. After conducting a needs analysis, we then determine the sources for retirement income. From there, we can help develop strategies to accomplish that income.

Small Business Services

Our services include the preparation of individual financial statements and closely held business financial statements. We will do your bookkeeping, prepare payroll, perform your bank reconciliation. With this, we will prepare your federal, state and local tax reports, monthly, quarterly and annually.

Tax Service

We provide individual and business tax planning and prepare individual and corporate tax statements.