Solutions for

To help small business owners and families plan for the future and protect their assets, many of our clients come to us when they need a tax & bookkeeping firm that concentrates in the financial services industry. We truly understand your needs and are able to provide a wide variety of retirement savings and financial services for small businesses and individuals. We pride ourselves on providing financial services designed around your individual needs.

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• Setting up of profit sharing and 401(k) plan documents

• Evaluations of qualified retirement plans
  (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)

• Mutual funds and annuities

• Employee benefit plans

• Health benefit plans

• Estate tax planning

• College savings

• Mortgages

• Trust planning and charitable gifting

• Business exit strategies

• Executive compensation plans

• Key employee retention plans

• Welfare benefit plans

• Insurance and asset protection

• Succession planning and business continuation

• Buy/sell agreements