Financial Management

Our firm covers a full range of financial consulting.  Are you starting your business?  Are you managing an existing business?  Are you thinking about retirement?

Our staff will help you on each phase of your life. We don’t just look at your current needs, but we also help you make plans to ensure that your future goals are reached.

If we can’t help you, we will help you find someone who can.

Purchasing Assets

• Lease or purchase?
• 15-year or 30-year mortgages?
• Variable rate or fixed?
• Depreciation or straight expense?
• Capital gains or exempt?

These are just a few questions that you might have when thinking about purchasing an asset. Whether it is an investment property or your new home, new vehicle or equipment needed for business use, we can help you better understand the impact on your taxes.

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Retirement Planning

Whether you are 30 or 65, we can prepare you for the future with an in-depth review of your current financial needs versus long term goals. With our network of qualified professional colleagues we can present you with a clear road map to your future goal.

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Investments

Proper investment planning is based on two things:

1. An individual’s goals 
2. An individual’s personal choices

For example, a 30-year-old male may have a goal of financial security by the age of 50. Planning for this individual would be approached completely different than a 65-year-old male with the goal of planning of a supplemental income to his existing retirement. Both individuals need a detailed map to help them reach very common destinations. With our network of qualified professional colleagues we can help you reach this destination.

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Licensed Real Estate Broker

Understanding the ins and outs of real estate transactions AND taxes are vital to helping you make the right choice in purchasing and selling a home. With this knowledge, we can walk you through these transactions with no surprises because we understand the BIG picture.

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Business Expansion Planning

The hardest step a business can make is making the decision to expand an existing business.

• Initial outlay of funds versus return on the investment?
• Time frame involved versus proper planning?
• Hiring workers versus using subcontracted labor?

All affect the bottom line in a business. We can help outline a course of action and time table in which to initiate all the steps needed to grow your business in a controlled manner.

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Selling of Business

Whether you are thinking about retirement or just wanting to change the course of your life, selling a business can be a complicated affair.

Ask yourself:

1. What is the marketable value of my business?
2. Will I have to pay taxes on the profit of selling my business?
3. How do I make sure I do not incur a liability when I sell my business?

Each question has a direct impact on How, When and To Whom you sell your business. We can help outline a course of action and time table in which to initiate all steps needed to sell your business in a controlled manner.

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Day-to-Day Business Management

One of the hardest things to accomplish when either running a small sole-proprietorship or a corporation is managing the paper flow.  Juggling too many duties can really weigh a business down, sometimes to a point when your cash flow is in jeopardy. Collecting receivables in a timely fashion is essential to managing cash flow. Maybe your credit is impacted because your vendors are not being paid correctly and in a timely fashion. All these areas can be outsourced, creating a better cash flow and reducing personnel cost. With our accounts receivable and payable services, we can better manage your cash flow — ensuring that monies are available to meet all of your business needs.

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Estate/Trust Planning

With the tax laws changing every year, every entity needs for someone to look out for them. Our tax preparers have the education and experience to ensure that you receive the most comprehensive implementation of the tax laws to your benefit.

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