About Our Firm
The Investor's Friend Offers:
For the Business Owner
- Tax Consulting and Preparation
- Accounting and Consultation
- Quickbooks Training
- Analysis of Employer Provided Benefit Programs
- Executive Bonus Plans
- Split Dollar Plan Funding **
- Key Person Insurance **
- Buy/Sell Agreement Funding Options **
- Deferred Compensation Programs **
- Medical/Health Insurance Plans **
- Employee/Employer Life Insurance Plans
- Business Insurances
- Qualified Plan Funding **
- SEPS
- 401(k)s
- 403(b)s
- Pensions
- Money Purchase Profit Sharing Plans
For the Individual
- Tax Preparation and Consulting
- Estate/Trust Administration
- Trust Funding Advisory
- Mortgages
- Fee Based Financial Planning**
- Stocks and Bonds**
- Mutual Funds**
- Annuities**
- College Funding Programs
- Life and Health Insurance
- Long Term Care Insurance
- Investment, Wealth Accumulation,and Asset Allocation strategies and Planning