Individual Financial Solutions:
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Deferred Savings Plans: IRA, Roth IRA SEP, Rollovers
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Long Term Care & Disability Plans & Strategies including cash reimbursement policies such as Aflac.
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Basic & Advanced LIfe Insurance Solutions
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Basic & Managed Investments, EFT's , Mutual Funds, Bond Funds and other investment vehicles.
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Low Cost Guaranteed Fixed & Variable Annuities
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Estate & Generational Solutions

INDIVIDUAL TAX
& FINANCIAL SOLUTIONS
We will first discuss your tax position and identify strategies to maximize your tax deductions and shelters available to you and your family. As a Tax Adviser, Licensed Insurance Professional and knowledgeable about personal and business finances I work with Investment Advisers, Insurance Companies and Elder & Estate Attorneys to incorporate sound tax planning with their expert financial solutions.
Tax Services
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Expert Tax Services for Individuals, Estates & Family Partnerships
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Strategic Coordination of Individual with Business Tax Solutions
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Timely online filing and catch-up lings for prior years
- Assistance with Resolution of Tax Issues, Liens & Penalties
- Assist with Abatement, Amensty & Installment Loans
- Audit or Reporting Issues, Late Filings & Penalties
Coordinating your Tax Strategies with your Financial Solutions
Working with financial and legal professionals I will help coordinate your tax services with the products and strategies recommended by your investment & legal advisers.
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Your Overall Financial Goals & Strategies
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Strategic Retirement & Estate Solutions
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Traditional IRA, Roth IRA, SEP IRAs and Rollovers
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Long Term Care & Disability Plans
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Basic & Advanced Life Insurance Solutions
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Managed Investments, EFT's, Mutual & Bond Funds
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Protected Principal & Income Solutions
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Estate & Generational Solutions