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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax Management
  • Investment Management
  • Retirement Strategies
  • Risk Protection
  • QuickBooks
  • Financing assistance and introductions
  • Entity analysis selection based upon various factors
  • Financial Plan design and creation
  • Small Business start-up and set-up
  • Payroll set up (if applicable)
  • Sales tax set up (if applicable)
  • Banking relationship introductions
  • Designing retirement plans for the New Entity and its Owners
  • Facilitating strategic relationships to help make the business visible
  • Consistent monitoring of business development
  • Bookkeeping CFO outsource alternative so you can concentrate on building and branding your new business