Sound and Secure Financial Services
The principal objective of our company is to make sure you know exactly where you stand financially. It is the best way to ensure your interests are secure and you’re able to make the right decisions for you and your company.
Accounting and Business Planning
- Retirement Plans
- Welfare Benefit Plans
- Succession Planning
- New or Recently Opened Businesses
- Other Tax-Advantaged Benefits
- Insurance Planning and Risk Management
- Life Insurance
- Disability Insurance
- Long-term Care Insurance
- Home, Auto, Umbrella, etc. Coverages
- Investment Management
- IRA, Estate, Inheritance and Tax Planning
- Recent or Soon-to-be Job Changers
Ed is a very knowledgeable and detailed bookkeeper/accountant. I will definitely call on him again!
– David C., Thumbtack
Very professional and trustworthy company with full money management services
– Robert S., Thumbtack
Ed was great and we plan to use him every year for our taxes!
– Shatiquea R., Thumbtack