Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Life Insurance
Our life insurance review and recommendation capabilities are a core part of our services. We tailor each review to your unique insurance needs and health situation. Using detailed fact-finding combined with paperless applications has made the life insurance process more efficient and less cumbersome for clients. And if you have great insurance that we think you should keep, we’ll let you know!
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Long-Term Care Insurance
Long-term care insurance can be complicated with a lot of moving parts. We walk you through the process to see if long-term care insurance makes sense for your health and financial situation and if so, we make sure to match you to the best carrier for your needs.
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Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
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