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We are a full-service organization, with a number of specialities.
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Personal Financial Management |
- Targeted planning for specific goals
- Assistance in the selection of investment vehicles
- Asset Management
- Retirement Planning
- Goal Setting
- Charitable Planning
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Tax Services for Individuals |
- Preparation of individual, trust and estate tax returns
- Income, Estate and gift Tax Planning
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Tax Services for Businesses |
- Business Tax Return Preparation
- Business Tax Planning
- Retirement Plan Consulting and Management
- Business Succession Planning