Services We provide assistance in the following areas: Financial Services Goals-Based PlanningCash Flow AnalysisRetirement Planning Investments Actively Managed AccountsVariable AnnuitiesActively Managed Bond PortfoliosEquity PortfoliosCollege Savings PlansTax-Managed Investing Tax Services Tax PlanningIndividual Tax ReturnsCorporate Tax ReturnsPartnership Tax Returns Insurance Services Long Term Care InsuranceLife InsuranceDisability Insurance Contact Karen 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 This calculator compares the net gain of a taxable investment versus a tax-favored one. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. 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. Have a Question Name Email Address Phone Question Thank you! Oops!