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Services List

Click on the areas of interest below to gain insight for financial decisions. Print them out if you wish.

Financial Planning

Business Planning

Life Guides

Tax Tables






Services Overview

PlanningFinancial Planning

Whether you are in a financial accumulation or distribution phase of your life we can help. Having the right financial plan in place will be one that is adaptable to change. As we grow older, our values change. What we once thought important becomes so frivolous. Our ability to keep you focused and informed for your financial well being is our utmost goal and obligation to you. Knowing and having these concerns in our own real life situations allow us to give you a realistic approach to your wants and needs. We look forward to working with you and being a part of your living legacy. more »»

 

Business Planning

Whether you are selling, buying or protecting a business, it is important to have a benefit plan in place for the financial well being of the company, the owners and the employees. These plans can have many moving parts and become a nightmare for some or an opportunity for others to help grow their business. Whether you are self employed or part of a larger concern, we can help you with that process of finding the right fit for your company. Check out our business planning guides for ideas. more »»

 

Life Guides

We have compiled a list of life guides that may be applicable to a situation you are facing Please feel free to review and download them for your use. more »»

 

Tax Tables

While we have references for CPA's and attorneys for specific questions, there is always a need to refer to tax tables from the IRS. This is an ongoing and constantly changing section and will be upgraded as time permits. more »»