224 Union Avenue
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.
New Business Consulting
Selection of Type Entity During Business Formation
Tax Projections and Preparation
Actionable Tax Strategies to Minimize Your Tax Burden & Assist in the Accumulation of Wealth
Loan Negotiating: Support and Assistance
Bookkeeping and Payroll Preparation
Profit Sharing Plans
firstname.lastname@example.org | (814) 942-5345