Individual Services

I assist individuals and families with everything from tax return preparation to retirement planning, using the experience I have accumulated over my years in business.  Questions about college planning, tax planning, retirement planning, investing and insurance coverage often come to the forefront at tax time and I am always glad to offer my insights on any of those topics.  I can help you take action on decisions you make, coordinate with you and your other advisors, or if you need an investment advisor, insurance advisor or an estate planner, I will gladly facilitate a phone call or meeting with my trusted contacts in those fields to discuss how they can be of service to you.

  • Tax return preparation
  • Tax planning
  • Financial review

  • Risk Review
  • Retirement planning
  • Consulting

Additional Services

In addition to the services I can provide, I have an extensive network of other professionals who can assist you with investment management, website design and hosting, estate planning and administration, human resources management and consulting, payroll processing, auditing services, business promotion and social media consulting. I would be glad to contact any of those professionals on your behalf to arrange and facilitate a conversation to discuss how they can help you manage and grow your business and provide you with additional peace of mind.