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Products and Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients can benefit by getting personalized, quality service. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

  • Investment Planning
  • Real Estate Issues
  • Evaluating and Proposing Divorce Settlements
  • Tax Planning & Preparation
  • Estate Planning
  • Retirement Planning
  • Pension & Profit Sharing Plans

Investment Planning
A properly structured investment plan enables you to face any financial challenge that may present itself at each stage of your life. Through the investment planning process, we can help you assess your financial needs and develop strategies that will help enable you to achieve your goals and strengthen your financial security.

Real Estate Issues
ARM or fixed? 30 yr. or 15 yr.? How much down? Taxes due on sale? These are just some of the many financial issues surrounding a real estate transaction. We assist our clients in making the best decisions.

Evaluating and Proposing Divorce Settlements
Money issues are frequently the most difficult to resolve in divorce situations. With our tax and investment planning background we are uniquely qualified to assist in structuring workable solutions.

Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients.

Estate Planning
Someone will get what you have when you go. Most people want to reduce the amount the government gets, increase the assets that transfer to heirs and charities, and keep the process out of the courts. We help clients review their plans and assist them in making changes where appropriate. Although we are not able to do legal work, we can assist in finding and working with qualified professionals.

Retirement Planning
Successful implementation and periodic review of your investment plan will help ensure financial independence during your working years and through your retirement years.

Pension & Profit Sharing Plans
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. We can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.