​

Tax planning – strategies for incorporated business owners to minimize tax and strip surplus out of their corporations in a tax-effective manner.

​

Investment – we provide a free, Second option for our clients to assess if their current portfolio allocation is suitable to their circumstances and risk tolerance. As investment professionals, we are well suited to review portfolios and build smart, low-cost options to assist our clients in reaching their goals.

​

Insurance – sale and review of Insurance portfolio are to ensure clients are maximizing the value for their insurance dollars.

(Life. Disability and Critical Illness). We are independent brokers\with over 30 years of experience and access to ALL major carriers. With that experience comes creative and tax-effective insurance solutions to help manage costs and ensure family security.

 

Accounting and Tax Return Review:

​

Many clients ask us to review their current tax returns and see if there were missed opportunities for more creative tax planning and minimization.

​

Our CPA and accounting professionals have many years of experience and often found overlooked tax planning strategies that could have saved them money.

 

Clients are also seeking a competent bookkeeper who can work closely with the CPA as a team member.

Someone who understands proper planning and not merely recording transactions on the accounting software.

 

​