Business Services

Business startup from goal setting to implementation, business credit reports, personal financial literacy training.

We help you ID your ideal business, start it and take care of it by helping you clarify your goals, relieve financial stress and work more efficiently.

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Tax Prep & Planning

No shoeboxes allowed.

We can't find all of your deductions if you just hand us a box of receipts and documents and walk away. This is interactive tax prep and planning. The best way to maximize your deductions and minimize your income tax.

 

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Retirement Planning

We help you plan for your financial independence, the moment when you can keep working to earn money if you want to but not because you have to. We will assess your retirement needs based on current standard of living and identify potential sources of retirement income including employee sponsored and self-employed retirement plans. We recommend strategies to close any gaps and perform cash flow analysis to identify additional saving opportunities. We want you to be able to retire with peace of mind and confidence.

 

 

Insurance Planning

We know how important life insurance is and we emphasize that message to the people that we help. We will work to find attainable and affordable life insurance solutions to make sure that no family is without this important necessity. We will analyze your insurance needs and compare those to your current coverage for life, disability, health, long term care and property & casualty insurance. We provide solutions to help you protect and preserve your income and assets. Since we are fee only, our insurance recommendations are not influenced by commissions.

 

 

Cash Flow Planning

We help people learn to control how they deploy their money and not be controlled by circumstances. We help develop monthly spending plans that place a premium on the people, experiences and things that matter most, starting with the most important item on any spending plan.

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Education Planning

We help you review the various education funding options and how to use them. We help you estimate how much you might need based on the current cost of education and how that might change in the future.

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Goal Setting

We help you develop a plan to achieve your financial goals by helping you identify and clarify what’s important to you. We will show you how to focus on goals that are simple, measurable, attainable, realistic and time specific.

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