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 and gifting
  • IRS/state/municipal tax representation
  • Personal financial statements
  • Budgeting
  • Retirement and wealth accumulation planning
  • College savings programs