Table of services


Tax & Financial Planning

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Individual tax return (Form 1040) Click 
Available for short questions during the year    
IRS audit assistance Click
Annual tax planning Click
Annual goal setting/Life Planning Click 
Retirement & other goals planning
Asset Allocation for your investments Click 
Estate plan review Click
Risk (insurance) review Click
Help with implementation
Priority phone support during the year
Portfolio Management 

We offer portfolio management services using either in-house investment solutions or outside investment managers.