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How We Work

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.

Services For Individuals

Personal Financial Planning

Estate Planning

Elder Care

Business Services

Small Business Accounting

Strategic Business Planning

Tax Services

Tax Preparation

Tax Planning

Tax Problems - Non-Filed Tax Returns, Back Taxes Owed, Payroll Tax Problems, IRS Payment Plan, Get Your IRS File

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  240-595-5196