Our firm provides a wide range of services to individuals and businesses in a variety of Industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
We work with you to design a personal financial plan that is custom-tailored to you. We are an independent company, so your best interests are what matters most to us. Unlike other financial planning companies, we do not try to sell you life insurance or annuities. We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities. We can manage your investments for you, or if you prefer, we can work with your current investment advisor.
We will work with you to set-up a retirement plan that is achievable and that is integrated with your current financial and tax planning. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
We are an independent Registered Investment Advisor. We will work with you to determine the best investments for you. We are not committed to sell you any specific company’s investment products.
We will work with you and your attorney to develop an estate plan that incorporates all your wishes, including making sure your assets are properly titled, so that your beneficiaries or designated charity will retain as much of your estate as possible. Everyone should have a well thought out plan as to how to disburse one’s estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.
We will work throughout the year on planning, which will provide the most optimal tax solution for you. Your tax return is merely the culmination of our plan.
We pro-actively work with you, through-out the year, to balance the maximization of profitability with the minimalization of taxes. From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities
As part of our pro-active involvement with you, we work with you on asset acquisitions that will have a significant impact on profitability. We get involved before the acquisition is completed, to assist you with financing and tax strategies.
As part of our integrated approach, we work with you throughout the year to develop a well thought out plan that balances the minimalization of taxes with running a profitable business. We will prepare your business tax return at year end, as the culmination of tax planning we implemented during the course of the year.
Choosing and administering benefit plans for your employees is often a complex process. We can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding you and your employees and reaching your company's financial and business goals. We can also help maximize tax advantages to you in implementing these plans. As your business grows, you and your employees will be rewarded for the hard work that contributed to the success of your business.
We will provide you with the appropriate level of expertise, whether it is for your own internal review, bank loan requirements, loan application, sale of a business, or some other unique requirement.