Accounting

• Accounting Services

Planning

• Financial Planning
• Retirement Planning
  Although they may have made bold decisions during their professional career, they tend to be much more conservative in their approach to retirement planning. They recognize the risks that can result from making a bad decision and then being unable to recover. Sometimes they are overwhelmed by the complexity of putting together a financial plan, and dealing with taxes, government regulations, family dynamics, investment risks, and modern and sophisticated financial products.
• Long Term Care
  With first-hand experience as an Executor of a large and complicated Estate, Kurt Jamiel can provide valuable perspective and guidance to both the Grantor and the Executor. With just several simple suggestions for organization and facilitated discussion, a Grantor’s wishes stand a better chance of being efficiently carried out, rather than suffering an unexpected grind in a Probate Court. Additionally, first-hand experience with administering a Long-Term Care insurance claim for a close family member, offers an approach with genuine compassion and empathy for the family, as well as the disabled family member.