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
- Social Security Optimization
Tax Planning & Return Preparation
- Preparation by CPA’s
- Tax saving techniques and planning
- Electronic filing
- Year round support and service
- Income, estate and inheritance
- Roth IRA Conversions
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
