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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We educate our clients about financial concepts and products, while offering personalized, hands-on service.  We take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


Affordable Full Service Payroll

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Credibility and Expertise For Any Business or Individual

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Financial Statements

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Business Accounting

Large, Medium, and Small Businesses

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Tax Preparation

Individual, Corporate, Partnership, Trust, and Estate Tax Returns

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General Consultation

Consulting & Planning

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (417) 256-9299