Practice Areas
In each area of service that we offer, we promise that you will receive the very best financial treatment in the industry. If the area of expertise you require isn’t covered below, let us know via the contact form below and we’ll do our best to refer you onwards.
List of Services
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Investment Management When building Custom Portfolios, I base our goals on the 60/40% Allocation of Risk. This concept is based on a standard deviation of the Rate of Return of a given portfolio.
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Employee Benefits / 401k, 403(b) Consultantions Draw upon our full complement of services and expertise to help you through fiduciary duties of Administering these types of Plans
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Tax Preparation Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. Download Study Below:
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Insurance Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.
