General Info

Extended Personal Service, Ltd was founded in 1978 and remains an independently owned and operated firm. During the last 30 years we have worked with the retirement population. We work with CPA's and with various law firms to create a team approach. This approach has created a comfortable atmosphere where clients can learn about asset preservation, tax planning, retirement and financial planning, estate planning and have their individual needs addressed. We have been able to save some of our clients substantial amounts of money in the event of catastrophic illness and assist people in obtaining benefits from Medical Assistance and the Aid and Attendance VA Benefit. We have helped clients cut their income taxes, reduce tax on Social Security, lower their estate taxes and protect and preserve their estates. We offer wealth transfer strategies, asset accumulation and preservation programs, retirement planning, income planning, multi generational and legacy building solutions.