Tax Planning & Preparation

Wealth Accumulation & Income Protection

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Services

Employee Benefits

  • Group medical insurance

  • Group dental insurance

  • Group life insurance

  • Group vision insurance

  • Long-term care insurance

  • Voluntary benefits

Disability Insurance

  • Individual disability insurance

  • Disability overhead expense

  • Disability buyout insurance

  • Group long-term disability

  • Retirement protection plus

  • Long-term care insurance

Accounting

  • Tax planning/consultation

  • Tax compliance

  • Start-up business consulting

  • Tax audit representation

  • Quickbooks

Life Insurance

  • Term life insurance

  • Whole life insurance

  • Universal life insurance

  • Survivorship life insurance

  • First-to-die life insurance

Retirement Planning

  • SEP/IRA

  • SIMPLE IRA

  • 401(K)

  • 403(b)

  • Defined benefit

  • Profit sharing

Financial Services

  • Financial needs analysis

  • Retirement funding strategies

  • College funding strategies

  • Estate conservation strategies

  • Investment advisory services

  • Business succession planning