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Investing & Insurance

We believe that financial & Insurance planning is a very personal process.  This is why we take the time to get to know each and every one of our clients personally. Due to our dedication to our clients and our personal approach we are able to provide them with the highest level of financial planning and wealth management services.   We take a four step approach with all of our clients:

 

  • Understand and outline financial goals

 

  • Work to custom tailor a personal financial & Insurance plan and reduce tax consequences

 

  • Implement an appropriate financial plan for you

 

  • Continue to monitor your portfolio & Policy to ensure that it stays on track

 

 We are truly independent, which means we do not represent any one company or product.  We represent YOU, our client to ensure that you have the best investments for your individual financial & Insurance needs. 

Tax Preparation
Federal & All State Tax Prep

  • 1040  -  U.S. Individual Income Tax Return​

 

  • 1120 - U.S. Corporation Income Tax Return

 

  • 1120S - U.S. Corporation Income Tax Return for an                        S Corporation

 

  • 1065 - U.S. Return of Partnership Income

 

  • 1041 - U.S. Income Tax Return for Estates & Trusts

 

  • 990 - U.S. Tax Exempt Income Tax Return

 

  • 706 - U.S. Estate Tax Return

 

Services

We offer our clients a number of different services including tax preparation, financial planning, investing & insurance.

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