SERVICES
Accounting Maintenace
Employers - Bookkeeping, account review, reconciliations.
Tax Return Preparation
Employer and Individual.
CFO
Review Balance Sheet & Income Statement, Ratio Analysis, Monthly Comparisons. Customized consultation program. Cash Flow & Exist Strategy.
Tax Planning
Employers & Employees - Review your present financial condition, create a customized tax plan and determine the best strategy to reduce tax and achieve your goals.
401K Investment Advise
With our ERISA complaint process we can provide advice or trade it for you service on your 401K account.
Retirement Plans
Review the company or sole operation and determine the plan(s) that best suits both you and your employee's needs.
Unqualified Retirement Plans
Add on another plan specifically for your highly valued employees and or attract new employees. Customize the plan the way you want it to attract and retain those employees.
Investments
"ASSETMARK" is our trusted investment provider with a multitude of investments and strategies available for every level of investor. We'll advise you based on your risk tolerance and goals.
Insurance Planning
We'll develop a plan for the unexpected part of life, so your loved ones are protected.
Estate Planning
We'll work with you and or your attorney to plan out the best legal strategy for you and your family.
Financial Planning
We'll create a plan based upon your unique needs and situation. Our new "RISA" questionnaire will help us build of plan especially for you.
"RISA"
RETIREMENT INCOME STYLE AWARENESS Take our free RISA questionnaire on the financial planning page. Financial Risk Preferences - Safety First or Probability, Commitment or Optionality. Retirement Concerns - Liquidity, Longevity, Lifestyle & Legacy. Implementation Preferences - Delegator, Collaborator, Validator & Self-Directed.