Financial Planning
These services are rendered within our Securities Licenses Series 7 and Series 66. Compliance with the SEC and FINRA does not allow us to elaborate on this website on these services. Please feel free to contact us directly so that we can discuss in person with you the Services we offer in wealth management, investment strategies, and other areas of financial planning as a registered representative advisor.
- Management Consulting
- Computer Consulting - QuickBooks
- Accounting & Auditing
- Tax Planning
- Tax Preparation - Corp & Individual - Multi-State
- Electronic Tax Filing
- Financial Planning
- Retirement & Estate Planning
- Business Plans
- Business Valuation
- Write-up and Bookkeeping Services
- Financial Reporting: Audits, Review & Compilations
- Business Setup: Choice of Entity (LLC, S Corp, etc.)
- Computer Automation