Our Services
We serve individuals and businesses in investments and taxes, including:
* Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement:
Income For Life - Income for what's next! We will help you develop a plan to replace income whenever it's right for you...Retirement, death of a spouse, or any other financial changes along the way.
Rollover of Retirement Plans - Let us help you take control of your current retirement plan. Whether you are still working at your current job, left a job, or retired. We can rollover any type of retirement plan: 401k, 403b, TSP, Federal, etc.
Lump Sum Pension Buyouts - Now, more than ever, we are seeing a decrease in companies offering a pension at retirement. If you were fortunate enough to have a pension coming at retirement, you may get a letter in the future offering you a lump sum benefit instead of a monthly amount. We can turn that lump sum into a payout immediately or when you want it. Best of all, you can designate beneficiaries after you and/or a spouse pass away.
Inheritance/ Lottery/ Settlement from Lawsuit - Depending on the nature of where the money came from, there may be tax implecations. Let our CPA guide you to the answers you need before making a mistake. Then we can help you invest with confidence and peace of mind.
* Tax management - Making sure you don't pay more than the law requires. Are you looking for ways to reduce your current and future tax burden? Let our in-house CPA review, analyze, and prepare your individual and/or business tax return. Communication between our investment and tax advisor are an important part of our business.
* Estate planning - Reviewing your wills and trusts. Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors.
* Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding an appropriate policy for your situation.
* Education funding - Recommending investment and accumulation strategies to help you pay for your children or grandchildren's education.
* Investment management- Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
* Employee and Executive benefits - Helping your business attract and retain qualified employees through benefit packages.