Our Services



Estate Planning

Do you have any of the following?
Individual Retirement Accounts (IRAs)
Life insurance policies
Stocks, bonds, other financial instruments
Retirement plans through your employment (e.g. 401k, defined benefit plan, 403(b), military retirement, federal retirement, etc.)

Do you know who the beneficiaries of these assets are in the event you die? Often, the beneficiaries of these assets are governed by beneficiary designation forms. If you are completing your estate plan or have been recently divorced, you need to review your beneficiary designations.

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Retirement Planning

Most people don't realize, but planning for retirement is an everyday occasion. Do you really know how your IRA or 401K will work from an income tax perspective?

Inflation cuts the value of your money in half every 22 years.

Here's why:

On average, U.S. inflation has risen 3.21% every year for the past century, doubling prices every 22 years. So, if you're 45 years old today, you can expect to see prices double—and your money lose half its value—not once, but twice during your retirement years.

It's a reality you have to consider when saving and planning for retirement.

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Business Planning

Setting up your business can be one of the most challenging aspects of getting it off the ground, but it is also one of the most important. If done properly, it will define company structure, allow you to take advantage of tax deductions and strategically position your assets.

Take a new look at the way you view your business and your expenses. If you could recapture your biggest business expense, wouldn't you want to learn how to do it?

We have developed a Cost Recovery Program for Business Owners to do just that.

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