INDIVIDUAL SERVICES

Tax Return Planning and Preparation

•  Income Tax (and all states too)
•  Estate Tax
•  Trust Tax
•  Gift Tax
•  Tax planning

When you work with us, we will agree on a way to work together throughout the year so that we can minimize your tax liability.

Insurance

I see clients every day that are not properly insured. Most know it, but the thought of making one more call to one more person stops the process right there. I’ll do the legwork and make this an easy process for you. Here are just some of the products we can discuss:

•  Health insurance: Group and Individual
•  Life insurance: Term, Variable, Universal
•  Annuities: Fixed, Variable
•  Long Term Care Insurance
•  Disability Insurance

Investment and Retirement

You work hard today so that someday you don’t have to. We can help you implement the right retirement and investment plans both inside and outside of your business in order to meet your short and long term financial needs.