Life Planning

The services provided within this caption are as diverse and wide ranging as the financial world within which we live can subject us to. 

The only area we do not venture into is life insurance planning and investment management or recommendation as there are specialists that are licensed in this specific area. 

We have found that the majority of our clients want to discuss their financial planning ideas with a trusted professional prior to making any commitments to a specific plan of action. The numerous life insurance companies and stock brokerage houses offer their clients a computerized retirement planning avenue that many clients get free of charge. Upon getting it they ask us to review it with and for them for corrections, modifications and improvements. 

College planning and the necessary forms associated with submitting applications to good colleges and seeing about financial aide is another area where our clientele request our assistance. This is usually a very productive area for the client as the amount of financial aide is determined by the submission of these forms. We do not provide this as an independent service. It is only provided to Tax preparation and business clients as part of their comprehensive program for financial security. 

IRA, Retirement Planning Services, Medicare Planning, Business Expansion or Contraction, Safeguarding financial Assets and numerous other life planning advise and services are available to our clients. We do not market these services to the general public, as they are specific to our clients needs. The experience we gain from assisting them with their tax reporting responsibilities proves to be an invaluable asset when asked about the above needs of our clients.