We are dedicated to your success. Our comprehensive wealth management services are focused on the financial well being of our clients. Our standards are a cut above the usual services of a CPA and our level of oversight is unique among financial service providers.
We provide high quality personalized services unique to our clients. Our years of experience allows us to understand each of your financial goals and stay on target. We keep your personal needs in mind. We know you.
- Tax planning and preparation
- Financial statement preparation and/or review
- Analysis and payment of bills
- Billing and collection of receivables
- Coordination of investments and cash management
- Establishment of retirement plans, oversight of plan assets and government filing requirements
- Assistance with the purchase and/or sale of significant assets (such as real estate, automobiles and equipment), including purchase or sale, negotiation and financing
- Coordination and implementation of your estate plan, including trust management
- Coordination and monitoring of property and casualty insurance
Analysis, billing and collection of medical insurance claims
- Monitoring and coordination of various corporate and government compliance requirements