We are in a unique position to “quarterback” our clients’ needs working with attorney’s, banks, investment advisors, insurance companies and other professionals on planning and compliance for all aspects of a client’s business matters.

As a trusted advisor providing genuine care we can coordinate most aspects or our clients financial affairs. Services associated with this are:

  • Tax planning
  • Tax preparation and compliance
  • Entity structuring
  • Estate planning and gifting
  • Succession planning
  • Strategic planning
  • Fiduciary services
  • Client accounting services
    Bill pay, Financial reporting, Budgeting

We also manage coordinate the outsourcing of professional services such as:

  • Legal
  • Investment management
  • Insurance