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Family Services 2018-03-19T20:30:12+00:00

COLLEGE PLANNING

College costs are at an all-time high and many parents will be wondering where to come up with the money to pay for the high costs of college. We will sit down with you to evaluate the time and the costs that will be associated with your children’s higher education.

INSURANCE PLANNING

Many people today suffer catastrophic losses due to death or even illness that keeps people from being able to work and support their families. These are situations that can be prevented with proper planning. We review your current policies to see if you are getting the value and the coverage needed to properly protect yourselves.

IRS REPRESENTATION

During our years of experience, we have achieved a level of competence that can ensure clients they are being properly represented before the various tax agencies. Tax audits are on the rise and we can take the fear out of the process as we act as your representative to resolve problems that may face you. When we represent our clients before the IRS we ensure that those meetings happen at our office and away from your home or business. During an audit, many questions will be asked about your personal life and even your business. If you are running a small business, it can affect how an audit will go. Don’t allow the IRS to corner you into something you don’t understand. We walk with you in order to take the fear and pain out of the unexpected.

RETIREMENT PLANNING

Are you ready to retire? Many people are nearing retirement and don’t even realize that they may not even be ready to retire. We’ll analyze your current situation and tell you if you are on course. Don’t wait until it’s too late! Call today and we will sit down and evaluate your current situation so that you have peace of mind and positive next steps.

ESTATE PLANNING

Estate planning is getting more and more complicated with the ongoing changes to the tax laws. The right time to start planning is well before something major happens in your life or the lives of your parents. We’ll walk with you through the entire planning process and, if need be, we’ll have one of our attorneys work with you to protect your assets.

Tell Us About Your Personal Financial Needs

Let us know which business services you need and we'll be in touch shortly.