Taxes

• Tax Planning
• Estate Taxes
• Tax Services
• Roth IRA
• Income Tax

Investment

• Investment Management
  If we feel we can make a meaningful impact on your life and you feel the same, then we will give you a detailed outline of what we could do to help you pursue your dreams. We provide ongoing investment management like many advisors, but that’s only part of our services. We go beyond just providing advice on investments. All client relationships are unique, but this gives you an idea of what a year of service may look like...
• Mutual Funds
  Stock and mutual fund investing involves risk including loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
• Bonds

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  We focus on six areas to help you get your financial house in order. We go beyond the numbers to bring value to your life through financial planning.
• Retirement Planning
  Pension plans offer monthly income for an employee’s life and may pay continued income to a surviving spouse. Benefits generally are fixed and do not get adjusted for inflation, though the cost of living may rise.
• Long Term Care
• Asset Management
  Review investment performance and asset allocation, discuss financial goals, your progress, and ideas for a recommended action plan.