Broker Check


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

  • Long and short range business advisory services
  • Financial statement preparation
  • Corporate and partnership income tax planning and preparation
  • Individual Income tax planning and compliance
  • Business plans and financial forecasts
  • IRS and state tax audit representation
  • Capital needs analysis and budgeting
  • Employee incentive compensation structuring
  • Liaison to banks and other sources of funding
  • Mergers and acquisitions consulting and tax structuring
  • Business succession planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  856-546-1890