Products & Services

We provide assistance in the following areas:

Investments

Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Variable Annuity
Fix Annuity

Financial Planning

Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Profit Sharing Plans

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

Small Business Accounting Services

Data Entry and Upload
General Ledger Clean-Up
Receivable, Payables and Billing
Customized reporting
Bank Reconciliation
Budget Formulation
Fixed Asset Administration
Controller/CFO for Hire
Collections
QuickBooks Set-up, Training and Consulting
Payroll Processing

Financial Literacy Course

PK-2nd Grade Financial Capability Curriculum
3rd-5th Grade Financial Capability Curriculum
6th-8th Grade Financial Capability Curriculum
High School Financial Capability Curriculum
Personal Financial for College Students
Adult Financial Foundation & Road to Retirement
Workshops for All Age Groups

Tax Services

Tax Preparation Business and Individual
Prior-Year Income Tax Review and Returns
Tax Planning
E-Filing
Sales Tax Compliance and Reporting
Property Tax Reports