Broker Check

Other Services

Your Accountant and Financial Advisor should use your tax return and other information to assist you with other financial matters.

  • Business sales and acquisitions
  • Lease-buy decisions
  • Business expansion
  • Real estate sales and acquisitions
  • Projections, budgets, goals
  • Retirement planning
  • Estate & Gift planning
  • Tax shelter analysis
  • Office systems and controls
  • Insurance review
  • Life Insurance
  • Long Term Care & Disability Insurance
  • Pension plan analysis and implementation

If you are in doubt as to whether or not we can assist with a particular issue, just give us a quick call or e-mail us at