SERVICES
Not sure where to begin?
We encourage new clients to schedule a comprehensive financial "tune-up". Bring your most recent tax returns, insurance policies, mortgage statements, property tax bills, etc. and we can evaluate your current financial strategy.
PERSONAL FINANCE AND BUSINESS CONSULTING SERVICES:
Tax & accounting
S Corp or C Corp? W-2 or 1099? When you start a business or make major life decisions, the IRS expects you to become a tax expert. Don’t panic—let us help you organize your business in the most tax-efficient way possible.
MORTGAGE
Why drive from bank to bank shopping for the best rate when we can do the work for you? We work with the top lending institutions and our specialty is shopping for the best loan terms so you don't have to.
Life insurance
If the unthinkable happens, how will your family survive? Life insurance protects your spouse and children from the potentially devastating financial losses that could result if something happened to you. It provides financial security, helps pay off debts and helps pay any medical or final expenses. We have access to multiple carriers and can help match you with the best company to fit your needs.
retirement
Whether you are buying your first house or approaching retirement, it's important to be proactive about your financial situation. We can help you craft a financial strategy and put you on track to meet your goals. It's never too early or too late to make a big impact.