For You and Your Family:

• Are You Ready to Retire?
  We can help you outline your goals and create a realistic retirement plan. This requires an in-depth understanding of your situation - pension(s), social security benefits, savings, assets, liabilities, current income, expected future income, inflation, and other factors. We leverage our financial knowledge with state-of-the-art software to help you visualize the road ahead.
  

For Your Business:

• Taxes and Small Business - Which Business Structure is Best for You?
  Choosing a business entity has both legal and taxation consequences. Generally, you would choose from the following - Sole Proprietorship, Partnership, S-Corporation, C-Corporation, or LLC. In order to choose the best entity a number of factors must be considered including the nature of your business, liability protection needed, growth potential, expected cash flow, additional income, and more. Taxation differences between structures may be significant, meaning up-front planning can pay off significantly in the long-run.
  
  
• Business Plan Preparation
  Save time and money by creating a thought-out business plan ahead of time. We can help you create a professional, well-crafted business plan that clearly outlines the road ahead. Since level of complexity varies significantly, the fee for this service varies.
  
  
• Quickbooks Training
  Although we handle clients' Quickbooks files for them, we also provide support for those who would like to manage their own file. This is typically provided at an hourly rate and depends on the level of support needed.