• Personal Financial Services

Personal Financial Planning
Financial Goal Setting
Personal Financial Statements
Personal and Family Budgeting
Personal Bill Pay Services
Financial Planning for Company Employees
      General Financial Information as part of Benefit Package Credit Consultation
Debt and Expense Review

• Insurance Planning

Insurance Plan Set up and Review
Insurance Sales Life, Disability, Long Term Care, Special Needs
Insurance Review
Health, Property/Casualty

• Investment Planning
  
    Investment Plan set up and Review
    Mutual Fund Sales
    Education Planning
    College Funding
    Stock and Bond Transactions (outsourced to strategic partnership)
• Retirement Planning
  
    Company Retirement Advisory Services
    Retirement Fund Sales
             IRA (Traditional and Roth)
             IRA Rollover
             Personal 401K
             SEP, SIMPLE, Qualified, Non Qualified
• Estate Planning
  
    Wealth Accumulation and Transfer Services
    Document Preparation
               Wills
               Healthcare Directives
               Power of Attorney
               Trust Setup (Outsourced to Strategic Business Partner)

• Debt and Expense Planning and Review

Life Event Planning
Personal Asset Building Strategies

• Income Tax Preparation and Planning Services
  
     Tax Preparation
                Individual
                     Multi-state and Local
                         Some services outsourced to strategic partnership

  • Business
    
    Schedule C
    Partnership
    Simple Corporate
    Complex Corporate (outsourced to strategic partnership)

  • Tax planning
    Tax strategy and tactics
    Tax minimization
    Tax Liability estimates
               Individual
               Business
    Response to notices from authorities
    Tax representation (outsourced to strategic partnership)

Tax tips for newsletters, newspapers, radio and television

• Business Financial Services
  
  Business and Strategic Planning
  Business Plan preparation
  Business Plan Review
  Business Plan Execution
  Small Business development
  Budgeting
  Performance plan preparation
  Strategic Planning
  Forecasting
  Marketing plan development (outsourced to strategic partnership)
  Not for Profit (501 c 3) Setup and Reporting
  Incorporations
• Accounting System Planning and Implementation
  
  Financial statement preparation (outsourced to strategic partnership)
  Financial statement review (outsourced to strategic partnership)
  Transactional input/write-up (outsourced to strategic partnership)
• Financial Consultation for Individuals
  
  Focus on Financial Literacy
  Financial Coaching
• Financial Consultation for Businesses
  
  Focus on Business Growth and Development
  Business Coaching
• Seminars
  On any of the service offerings tailored to organizations and groups