Our Services Offered

The Tax Advisory Group

• Income Tax Reduction Planning 
• Discount Tax Preparation for our Clients
• Bookkeeping
• Payroll Management
• Tax Educating & Coaching

Independent Financial Services

• Full Service Investment Firm:
•    CDs, Money Markets, Annuities, Mutal Funds, Stocks & Bonds
• IRAs, Roth IRAs & 401(k) Rollovers
• Pension & Retirement Planning Distribution
• Retirement & Early Retirement Planning
• Guaranteed Income Planning
• Pension Maximization 
• Business Wealth Maximization Planning
• Investment Risk Management

Independent Insurance Advisors

• Insurance Services:
•    Life, Medical, Long Term Care, Medicare Supplement         
• Property & Casuality
•    Auto, Home, Boat, Rental Properties, Umbrella Policies, etc.. 

Estate Planning

• Elder Law Attorney Services
• Estate Planning & Preservation Services
•   Wills/Trusts & Powers of Attorney

• And our exclusive Wealth Management System: The system tracks every aspect of your finances: Taxes, Investments, Insurance & Estate. No matter where you have them, and in real time. 

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice to your situtation.