Services Offered
As a CPA and CFP® practitioner I offer a wide variety of services. Want to know more? Simply click on the service of interest from the listing below.
Financial Services
Retirement Planning
Have you adequately planned and prepared for your retirement?
Insurance Planning
Confused about the correct insurance for your situation?
Wealth Management
Helping you manage and preserve your hard earned resources.
Long Term Care Planning
Planning for the expense of caring for you or a family members long term care needs?
Estate Planning
Concerned about the consequences of your financial decisions on your estate? Proper Estate Planning addresses this concern and more.
Problem Solving
Experiencing information overload? Unsure of the tax impacts of your financial decisions?
Special Needs Issues
Concerned about a Special Needs family member?
Tax Preparation Services
Individuals
Tax returns carefully prepared for a variety of individual clients each year.
Business Tax Returns
Business tax return services are available.
Tax Planning
Long term, annual and mid-year tax planning services.