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Integrated Tax & Financial Planning

Investments, Retirement Security, Insurance, Wealth Accumulation & Preservation, Tax Reduction Strategies – these are just a few of the distinct phases of the financial planning process for which we provide service. Yet, the activity within each phase complements and is interwoven with the others. Thus, our approach is all encompassing. We feel it is vital to have a comprehensive understanding of your entire financial situation – from taxes to investment oversight to wealth preservation – in order to make informed and comprehensive recommendations to clients.

WEALTH ADVISORY

  • Investment Portfolio Management
  • Wealth Accumulation
  • Tax-Efficient Investments
  • Estate Preservation Strategies
  • Retirement Planning & Projections
  • Financial Independence Studies
  • Alternative Investments
  • Philanthropic Giving
  • College Funding
  • Generational & Succession Planning

TAX & ACCOUNTING ADVISORY

  • Accounting Solutions
  • Tax Strategies & Tax Preparation
  • Executive Compensation
  • Risk Management & Insurance Strategies
  • Business Succession Planning
  • Executive Compensation, Company Benefits & Pension Plans
  • Payroll Solutions
  • Bookkeeping/Bill Pay Services

 

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