Personal Services


Personal Financial Planning Services

  • Establishing a financial plan
  • Education planning by CCFS® (Certified College Funding Specialist™)
  • Retirement planning
  • Cash budgeting and management
  • Estate planning
  • Advice on starting a business
  • Insurance – Life
  • Insurance – Disability

Tax Planning & Return

  • Preparation by CPA’s and CFP™’s
  • Tax saving techniques and planning
  • Electronic filing
  • Year round support and service
  • Income, estate and inheritance

Retirement Planning & Management

  • Comprehensive evaluation of your requirements & risk
  • Tax advantaged strategies
  • Pension and IRA strategies
  • Distribution to heirs
  • Minimum distribution requirements
  • Continual service & review

Other Services…

  • Notary Public
  • Legal referral for incorporations & estate planning and contract review
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