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
