We use a proven system based on sound economic principles to help our clients make strategic decisions about use of their money. Our process helps us guide clients through these areas:
Protection (guarding against unforeseen risks)
- Protection of assets
- Protection of income
- Protection of life
Savings (accumulating money for future needs)
- Tax consideration
Growth (capital appreciation with income and tax advantages)
- Tax considerations
- Good tax planning helps prevent the government from “picking your pocket” by paying more tax than you are required to pay. Our knowledge of the tax code and your personal situation helps us provide sound advice.
- Year-end tax planning will get you to your goals faster as we help you take advantage of provisions in the tax code that will help your bottom line, and your long-term goal of wealth creation.
- Long-term tax planning may take the form of college planning for children or grandchildren, or protection of assets to provide a legacy to those persons or organizations you choose.
We are also knowledgeable about the design and use of various types of trusts to both protect assets and to pass them to your heirs.
- We prepare most types of personal and business tax returns, including sole proprietorships, limited liability companies, partnerships, corporations, and tax exempt entities. But more than just preparing the return, we will explain it to you. After preparing your tax return, we frequently ask, “How would you like this to be different next year?” This question lays the groundwork for a good planning discussion as we work together to make your dream a business reality.
- We can help identify your life insurance needs and design an appropriate policy to best meet your needs at this time and in the future
- Through our partnership with a well-respected independent brokerage firm, we can offer several choices of individual or group health insurance, including Medicare supplement policies and long term care
- Through our partnership with a well-respected independent brokerage firm, we can offer several choices of individual short-term and long-term disability policies