We are a professional-service organization, with a number of specialities.
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| Time does not wait!!!! According to Cooper my Goldendoodle |
Personal Financial Management
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- Targeted planning for specific goals
- Assistance in the selection of investment vehicles
- College Planning
- Retirement Planning
- Goal setting
Tax Services for Individuals
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- Preparation of individual, trust and estate tax returns
- Tax forecasts
- Nonfilers, offers in compromise, abatements
- Retirement and estate planning
- Homeowners and Auto Review
- Life insurance needs Review
- Annuity needs
Review
- Business Property and Casualty needs Review
- Workman's Comp Review
- Extraordinary Service
- Free Personal Risk Management Survey
