Whether for yourself or your family, we can put a financial plan together that will help meet your goals, so you can confidently know what you can spend to enjoy life now and have a dedicated saving and investing strategy for retirement and other long-term goals.

There are many aspects to business financial planning: looking at profitability, funds to reinvest and grow the business, and personal earnings goals. If you are looking for investors or a bank loan, you also need to have a solid business plan that others can invest in.

We can work with you and your attorney to make sure your financial plan matches your wishes and your assets are protected to the greatest extent possible during probate. We’ll also put a plan in place that will meet your loved ones needs and goals well into the future.

It’s never too early or too late to plan for retirement. If you haven’t started, you can start small. For those with long-standing financial plans, it’s important to review them regularly, and it’s a great idea to get a second perspective. We can review an existing plan or create a new one for you.

There is much more strategy involved in college planning than just putting money into a college fund. Even if you are not sure if your child is going to college, it’s important to plan as if they are. It’s never too early to plan, but if your child is in high school, it’s even more important to put a plan in place quickly.

Divorce is never easy, but having a plan makes it easier, giving you knowledge, comfort, and peace of mind. A divorce financial plan can help you come through the divorce as financially intact as possible and give you the foundation for the next stage of your life. We can work with you individually or as a couple.

We offer Variable, Fixed, and Index Annuities. If you have annuities, we can review them and make sure they are the best type for you.

We can help you set up a new 401K retirement plan or roll-over an existing one.

We also offer both Traditional and Roth IRAs.

We can open new accounts or transfer existing brokerage accounts. For those who’d like more hands-on help and oversight, we can manage your account for you or put you in a managed portfolio.

We have access to a wide variety of mutual funds to choose from. Do have your eye on a particular fund? No problem!  We can research it for you.

As part of our college planning services, we can discuss if a 529 plan is right for you. Whether your child is 1 or 18, make an appointment to talk with us about your college funding options.

We provide Life, Disability, and Long-term Care Insurance. Whether you have insurance or not, come in for a free review. New insurance products are now available which may better suit your needs.

We offer a myriad of Non-Traded Real Estate Investment Trusts as well as traded REITs. While this type of investment is usually more risky than a traditional stock/bond portfolio, investing a small portion of an existing portfolio into alternative investments such as a REIT may actually reduce risk and increase returns.

There are exciting opportunities to invest in oil and gas right now for qualified investors, and new products become available all of the time. If you’d like to add something different to your portfolio, talk to us.

We can prepare and file any kind of personal, business, or corporate return, no matter how complex. During tax season (January through April) we also offer evening and Saturday appointments for your convenience.

Do you need us to make a change or check another preparer’s work? If you receive an IRS or state notice, we can also review and amend any returns you may have prepared elsewhere.

It can be challenging and complicated to file your taxes during and after the divorce process. We can help you determine the best filing strategy before and after divorce.

We utilize every legal strategy available to us to reduce your taxes. Tax planning looks ahead and forecasts potential tax events. We come up with strategies to minimize them before they happen.

If you are facing an audit, we can help you prepare and represent you during the audit itself.

Do you owe back taxes and penalties? We can help you establish a settlement and/or a repayment plan.