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We provide assistance in the following areas:

Financial Services

  • Goals-Based Planning
  • Cash Flow Analysis
  • Retirement Planning


  • Actively Managed Accounts
  • Variable Annuities
  • Actively Managed Bond Portfolios
  • Equity Portfolios
  • College Savings Plans
  • Tax-Managed Investing

Tax Services

  • Tax Planning
  • Individual Tax Returns
  • Corporate Tax Returns
  • Partnership Tax Returns

Insurance Services

  • Long Term Care Insurance
  • Life Insurance
  • Disability Insurance
It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

 Tax planning and accounting services are offered by Karen Santini Clemens, CPA. Such services are not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc.

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