We provide a rather wide range of consulting services
for specialized areas that we have acquired extensive experience in as well
as specific knowledge of. These areas relate to the financial well being of
both your business and personal life.
In your business, we consult in such areas as tax
planning, bookkeeping systems, efficiency of your operation, internal
controls, personnel management, financial reports, computer use and
utilization and a wide range of associated financial decisions that are
constantly being updated by every business owner and successful person.
In clients personal lives, we consult in such areas as
financial planning, bookkeeping systems, record keeping options, retirement
planning, college planning, health care options, certain medical testing and
health retention options, sale of or purchase of home, divorce and marriage
options, Medicare planning, social security planning, relocation options and
other life planning challenges.
Please take into consideration that our firm has been
in business for nearly 30 years and our experience and knowledge is
extensive and practical. We utilize computer modeling as well as software
programs to assist us to provide our clientele with the best we have to
Recognizing that no one individual or firm can provide the answers for all challenges we have a network of professionals available to assist our clientele on either a one-time basis or a continuing program so that they can achieve the goals they establish for themselves.