We are a full-service organization, with a number of specialities.
Personal Financial Management
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- Targeted planning for specific goals
- Assistance in the selection of investment vehicles
- College Planning
- Retirement Planning
- Goal setting
- Monitoring of plans and free "check ins"
Tax Services for Individuals
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- Preparation of individual, trust and estate tax returns
- Tax forecasts
- Nonfilers, offers in compromise, abatements
- Retirement and estate planning
- 10% "Round Out" Discount (Homeowners discount with auto in the same agency/company)
- New Home Discounts
- 24 Hour Emergency Hotline (company direct lines currently and on line claims
service shortly)
- Extraordinary Service
- Free Personal Risk Management Survey
