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.
Learn More List Item 2Employee 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
Learn More List Item 3Tax 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:
Learn More List Item 4Insurance 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.
Item Link