Our services

  • Financial Services

    Goals-Based Planning

    Cash Flow Analysis

    Retirement Planning

  • Investments

    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

BOOK A CONSULTATION

“Karen has been my CPA for over 10 years and she is extremely efficient. She has helped me determine federal withholdings, advised me on tax strategies when I purchased my new home as well as answering many general ad hoc questions that I have throughout the year. Karen does my annual taxes quickly and advises me where she thinks I could make adjustments. I have recommend Karen to many others and they have all been more than happy with her support and knowledge.”

- Brenda, ★ ★ ★ ★ ★

The testimonial may not be representative of the experience of other customers and is no guarantee of future performance or success.