For Individuals –
• Estate planning
• Marriage and divorce
• Developing a financial plan
• Tuition planning
• Charitable contributions
• Coping through death of a loved one
• Investment support
• Buying and selling a home
For Businesses –
• Purchase | disposal of assets
• Cash flow & profitability analysis and management
• Sale and acquisition of businesses: startup, liquidation, and exit strategy
• Choices of operating entity
• Accounting services using Quickbooks software
• Financial distress and bankruptcy
• Insurance and personnel administration
Website Development –
The development, implementation, and maintenance of a website is a critical business decision. It is important to consider the following:
• What is the business purpose of the website?
• What is the cost to create and maintain a site?
• What are the likely benefits and revenue streams to your business?
We can help you develop a website that meets your needs. We have skilled technical associates to help you implement the right plan.