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Our Services
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Because we are a multi discipline firm our range of services covers quite a lot of territory.
On the accounting side we offer a full range of compliance services. We call these Zone 1 services. Compliance services are those things that someone else makes you do. Like filing tax returns or preparing financial statements for the bank. We provide those services for selected individuals, corporations, trusts, partnerships, and estates. On the financial planning fee for service side we offer Zone 2 services. These are services that you want. We begin by determining, with you, your current financial situation. Then we help you establish overall financial objectives. Finally we are able to help you set intermediate steps to move towards accomplishing your specific goals. We are able to help you implement those goals due to our access to a full range of financial products. With changing economic conditions, family situations, and market swings, we advocate investing sensibly for the long-term results that you need. We also help you in establishing and maintaining adequate levels of insurance coverage. We advise ¡V you decide. On the business advisory side we provide a full range of Zone 3 services. We can work with you or your team on a one-to-one or one-to-many basis. We can help you establish business goals, build teams and markets, and in succession planning. It is the combination of the three areas that can produce financial magic. Who else besides you is interested in all three areas of your financial life? We are. Some of the specific services that we offer: |