Financial Services for Individuals
We offer the following services to help streamline your finances:
Tax Planning and Preparation
The tax code is too complicated. Your time is too valuable. We have proven experience and are ready to help you.
Don’t try this one on your own!
If you can’t work, disability insurance may be the most important protection you can provide.
How much do you need? What is the best way to provide the protection your family needs?
Find out how you may be better able to meet the financial goals you set, whether they be a vacation or a child’s college education.
What will your retirement look like? Are you going to depend only on Social Security
Long-term Care Planning
You can decide or the government can decide what will happen to you if you need supplementary care.
Some have called the estate tax the optional tax. You can choose to pay it or not. It can be the largest tax you may ever owe.
We can help you determine your goals and create a financial strategy to help you meet those goals.
Choices regarding interest rates, terms, points and payments need to be considered. We have helped arrange the financing of many properties.