Investment Planning Services

Clients often wish to direct and implement their own investment decisions. To assist clients with self-directed investments, our firm offers reviews of client investment objectives, and recommendations regarding investment selection and/or broker-dealer custodians. Services provided as part of our investment advisory program may include:

  • Assistance with Employer Retirement Plan Rollovers (403b, 401k retirement plan)
  • Commencement/opening of brokerage account(s)
  • Opinions on appropriate asset allocations
  • Security transactions (buy/sale orders)
  • Opinions on:
    • Stock market direction/tone
    • Domestic equity security valuations
    • Certificates of deposit
    • Municipal securities
    • Mutual fund securities
    • United States Government securities

Tax Services

The Tax Practice is a full service tax preparation, planning and representation firm. Areas of expertise include executive compensation, audit representation, collections, installment agreements, offers-in-compromise, divorce taxation, penalty and interest abatements, and foreign taxation.
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Financial Planning

We provide a variety of financial planning and consultation services to individuals, families and businesses. Our analysis of client circumstances, goals, and objectives ensures effective management of financial resources, leads to successful plan implementation, and client value.
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