Achieving your financial goals and ultimately a secure retirement requires discipline and the right mix of personalized wealth accumulation and preservation strategies, including tax minimization and trust & estate planning. Wealth and prosperity are relative. Whatever they mean to you, we’ll help you achieve them.
Our services for individuals include:
- Income tax preparation – federal and multi-state
- Tax planning, including calculating quarterly estimates
- Trust & estate planning
- IRS/state/municipal tax representation
- Personal financial statements
- Budgeting
- Retirement and wealth accumulation planning
- College savings programs