We are your one-stop shop for the financial management of your business. From small businesses to massive corporations, our team will ensure your business’s finances are handled efficiently and effectively. We will help guide your personal financial strategy through savings, estate planning and much more. Find peace in knowing your finances are working for you to help create a better future for you and your family.

Estate Planning – Evaluating your goals and planning for future of your finances to ensure your estate is secure.

A) Estate planning can almost always create an impression of being overly complicated and costly. The list of uncertainties may seem endless. There are state taxes, the American bureaucracy, probate courts, appraisal issues, life insurance, health care concerns, eligibility of heirs, IRAs, 401(k)s, annuities and burial or cremation costs, just to name a few. We can help clarify this complicated information and ensure that you understand your financial and legal rights.

B) We know you probably have numerous questions regarding planning your estate and that planning the future of your estate can seem daunting and exasperating on your own. We provide the qualified help you need to evaluate your unique situation, offering our professional recommendations to help answer your questions and solve your specific obstacles.

We can help alleviate your concerns by:

1. Clearly defining your estate planning goals
2. Evaluating & recommending customized estate planning options
3. Taking care of all of your document needs
4. Reducing your probate costs
5. Lessening death taxes
6. Transferring your estate assets
7. Amending plans
8. Preparing charitable donations

Bank Financing – Strategize before beginning the bank financing process.

A) We understand that you may need money to grow your business. Let us competently prepare your requests for business loans with professionally customized loan proposals that can help get you the financing you need, from a banker’s perspective. We provide banks with an executive summary that briefly explains the specific purpose of your loans, what the money will be used for and why the financing is required.

B) We gather your pro-forma cash budgets and financial statements to prepare concise information that your banker can easily read and understand. By choosing professional management, you have a local liaison to help validate your financial needs and present your position to your banker.