BUILDING WEALTH
“Accept what life offers you and try to drink from every cup. All wines should be tasted; some should only be sipped, but with others, drink the whole bottle.”
– Paulo Coelho, Brida
Establishing Yourself
You’ve got an understanding of all the components of your financial wealth and you are well on your way. Let us help you with this professional and personal expansion to help you get to your next financial stage.
TOPICS TO CONSIDER
Home Ownership & Mortgages
Proactive Tax Planning
Updating Beneficiaries
Insurance
Life
Health
Disability
Long-Term Care
Property & Casualty
Education Funding Options
Wills & Appointing a Guardian
Elder Care for Aging Parents
Investment Questions For My Business
Your business is growing and so are your options for your employees. We understand and can help establish investment plans to help the people who matter to your business – your employees – and their future.
TOPICS TO CONSIDER
Retirement Plan Options
401K Plans
Profit Sharing
Deferred Benefit Plans
Stock Option Plans
Lifestyle Changes
Sometimes life doesn’t always go as planned. Many lifestyle changes can occur that can significantly impact your financial journey. We can help you objectively look at each situation with compassion and understanding – helping to alleviate some of the stress of the moment and keeping you focused on what really matters. Together we got this.
TOPICS TO CONSIDER
Tax Implications of Inheritance/Death of Parents
Financial/Tax implications due to Separation/Divorce
Death of a Spouse
Disability
Selling A Home
Moving
Selling/Closing A Business
Special Needs
Expanding My Business
Congratulations. Your business is moving in new and exciting directions and you need help with some questions regarding your expansion. We are here to help – providing financial and tax services that adapt to your growing business.
TOPICS TO CONSIDER
Business Insurance Options
Liability (general, product, professional, malpractice)
Property
Employee (health, disability, worker’s comp, and paid family leave)
Changing Investment Options
Asset Acquisitions/Financing
Asset Protection
New Leases
Changes to Payroll
Executive Compensation
Tax Questions
You have come to the right place. We are TAX EXPERTS with decades of experience with small and large businesses. We know and understand the current tax code and can help you find ways to make the most of your deductions, lessening your tax burdens and helping you keep more of your hard-earned money.
TOPICS TO CONSIDER
Tax Code Questions
Deductions/Write Offs
Federal & State Tax/Employer ID’s
Employees Payroll Tax Withholdings
Tax advantages of Fixed Asset Depreciation
Sales Tax Compliance
Household Employee Tax
Like-Kind Exchange Considerations and Tax Advantages