Our Services

Individuals & Families

• Investment Portfolio Design & Management
• Personalized Retirement & Financial Planning
• Advanced Estate & Philanthropic Planning
• Tax Planning and Preparation
• Insurance Services
• Education Planning

Businesses & Not-for-Profits

• Employer Sponsored Retirement Plans
• Retirement Preparation Seminars for Employees
• Investment Portfolio Design & Management
• Tax Planning & Preparation
• Insurance Services
• Business Succession Planning & Consulting
• Corporate & Executive Benefits
• Not-for-Profits

Tax Planning, Preparation, & Consulting

• Individual income tax preparation
• Electronic filing for Federal, State & Local
• Calculation of estimated quarterly income tax
• Securities cost (tax) basis calculations
• Rental property & small business tax assistance
• Guidance for maximizing your tax benefits
• Guidance on when to start Social Security, IRA distribution planning, transaction timing
• Tax projections for the following year
• Charitable giving strategies