Taxes

• Tax Planning
• Charitable Giving
• Estate Taxes
• Tax Services
• Roth IRA
• Income Tax
  Since 1955, Tax Day, the day on which individual income tax returns are due to be submitted to the federal government has typically fallen on or just after April 15. Tax Day was first introduced in 1913, when the Sixteenth Amendment was ratified.

Investment

• Investment Management
• Mutual Funds
• Bonds

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  * Leverage- Basic financial planning concepts talk about using an asset to create an increased pool of money. In the case of life insurance, you are using your good health as an asset to create a larger pool of money from the insurance company.
• Retirement Planning
  The standard retirement planning handbook, whichever you may read, tends to focus on some general topics like diet, exercise and a secure income/cash flow. Rarely do you see a discussion about life insurance as a financial asset in retirement. So my topic for today’s blog is exactly that......thoughts about life insurance benefits in your retirement planning.
• Annuities
• Long Term Care
  Jeff graduated Lafayette College with a BS in Metallurgical Engineering. He holds licenses in Life, Health, Long Term Care and Medicare Supplement Plans and Series 7/24/63/65 Securities. Committed to gaining leading edge knowledge and resources for his clients, Jeff has earned the advanced designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant(ChFC) and Chartered Advisor for Senior Living(CASL) dedicating 15-20 hours per year in continuing education.
• College Funding