Services

Services We Can Help You With !

Here are some of the ways we can help put you and your family in a better financial position.

Strategy

Insurance Management and Optimization
Retirement Account Management
Performance Monitoring
Taxes and Tax Planning
Business Benefits

Planning

Life Planning
Estate Planning
Legacy Planning
Strategic Advisor Review
Estate Document Review
Maximize Estate Plan
Next Generation Education

Products

Fixed Annuities
Life Insurance Products
Health Insurance
Asset Management Services
Insurance Specialty Products

Bookkeeping

Separate Entity
Asset Isolation
Focused Accounting
Regulatory Compliance
Transparency
Risk Mitigation
Tax Efficiency
Legal Expertise

Our Pricing Table

Bookkeeping

Hourly

Remote Services
Live Person
For Bookkeeping
Online Meetings Only

Taxes

Hourly

Tax Preparation: Assisting with the accurate and timely filing of local, state, and federal tax returns.
Tax Planning: Offering guidance and strategies to optimize your tax situation for the current year and future years.
IRS Representation: Assisting with notices, and other communications from the IRS.
Business Tax Services: Providing tax-related services specifically tailored to businesses, such as bookkeeping and corporate tax planning.
Estate and Trust Planning: Helping to plan and manage the tax implications of estate transfer and trust funds.

Advising

Basic

Hourly

Remote Services
Live Person
Full Investment analysis with Advisor
Online Meetings Only

Pro

Hourly

Remote Services
Live Person
Full Investment analysis with Advisor
In Person Meeting

Out of State

In Person

Live In Person
Out of State Services Only
Contact for pricing