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Assisting You With Your Future

Menu of Services

Our firm offers a “One Stop Shopping for all Your Financial Needs” approach. The services we offer to our clients are geared to helping them pursue their financial goals. These services are listed below.


  • Individual & Business Tax Preparation
  • Tax Planning & Consulting
  • Accounting & Payroll Services


  • Tax Reduction Strategies
  • Cash Flow Analysis
  • Debt Analysis
  • Insurance Policy Review
  • Rollover IRAs
  • SEP Retirement Plans
  • Simple Retirement Plans
  • 401k Plans
  • College Planning


  • Individual Retirement Accounts
  • Roth IRAs
  • Mutual Funds
  • College 529 Plans
  • Tax Free Investments


  • Fixed & Variable Annuities
  • Life & Disability Insurance
Tax Integration

Tax Integration

Tax integration offers a clearer holistic view into your complete financial picture. Part of our expertise is capturing data that other financial advisors may not, based on key information gathered from your Form 1040.

Goals-Based Planning

Goals-Based Planning

Through a goals-based approach, we expand your thinking to all aspects of your financial life and create a plan to help you reach important milestones.

Smart Investing

Smart Investing

Most Advisors look at your finances the same way. By integrating taxes and financial planning, we are able to identify opportunities for smart investing.

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.   |  513-451-7267