Taxes

• Tax Planning
  Tax planning is probably your least favorite activity but you’ll thank us for it. Here are some tax planning ideas for year end 2019 - get this out of the way before the holidays
• Charitable Giving
  On at least an annual basis evaluate various aspects of your finances and make changes as needed such as: your emergency/cash reserve fund balance, savings rate, withdrawal rate, income and expenses, debt and charitable giving.
• Estate Taxes
• Tax Services
• Income Tax
  Due to the new 2018 tax law changes this investment changed its legal structure to a REIT and now 20% of the distributions received are free from Federal income taxes. Not all first trust deed investments qualify as REITs, but this one does.

Investment

• Investment Management
  After this initial meeting, we offer a $500 written financial assessment in which we summarize potential planning opportunities, investment opportunities, risks, and potential savings such as reduced investment management fees, lower taxes, lower insurance costs, etc.
• Wealth Management
  Insurance needs must be considered in the context of a long term financial plan. If you wish to discuss your wealth management strategy, contact us to set up a time to speak.

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  This website provides general information about us and our service approach - with access to additional information and tools (e.g. appointment scheduling) - and is not intended to offer investment advisory services, financial planning, or advice. The publication of our web site on the Internet should not be construed as our solicitation to effect securities transactions, or the offering of personalized advice over the Internet. Any subsequent, non-administrative communication from us with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. We provide personalized investment advisory service, financial advice, and/or financial planning only within the context of contractual agreements with clients, and only after a review of the client’s situation. A copy of our current written disclosures discussing our business operations, services, and fees is available upon written request and online on this website (link button above).
• Retirement Planning
• Long Term Care
  Whether you are young or old, it’s crucial that all of us get familiar with what Long-Term Care involves, what it could cost you, and the resources available to you.