Professional Financial Services

We offer an extensive array of personal financial services.  The qualifications and experience of our staff covers the following areas as well as many other financial areas.

Tax Services

·         Tax Preparation- We have broad experience in all types of returns including multi-state
    compliance, real estate sales (principal residence and/or rental), Section 1031 (Starker)
    exchanges, and foreign taxation.

·         Stock Options Planning

·         Tax Planning Strategies

·         IRS Audits and Controversies

Financial Planning Services

·         Comprehensive Financial Planning

·         Investment Advisor/Portfolio Management Services

·         Retirement Planning

·         Insurance Planning

·         Estate Planning

Investment & Portfolio Management Services

·         Portfolio, 401(k) and other Retirement Plan Analysis

·         Investment Portfolio Management

·         Investment Advisory Services

Click here to contact us for an appointment or to discuss your needs in greater detail.