Tax preparation & Accounting services for individuals and small-medium businesses, as well as investments.
Services/Products
TAX PREPARATION & INVESTMENT PLANNING *REGISTERED REPRESENTATIVE & SECURITIES OFFERED THROUGH LPL FINANCIAL SERVICES,INVESTMENT & TAX PLANNING INDIVIDUAL & CORPORATE TAX PREPARATION,MANAGED ASSET PLANS-FOR PROFESSIONAL FEE-BASED PORTFOLIO MANAGEMENT THROUGH LPL,FINANCIAL RETIREMENT PLANNING-TO DESIGN AN INVESTMENT STRATEGY TO HELP YOU MEET ALL OF YOUR RETIREMENT GOALS, LONG-TERM CARE -TO ENSURE THAT YOU AND YOUR HEIRS ARE WELL CARED-FOR,VARIABLE AND FIXED ANNUITIES-STRATEGIC ASSET MANAGEMENT