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Integrated Wealth Management SolutionsSM

 

  Accounting
Organization is key for operating a business efficiently. Our bookkeeping services will help keep all of your business financial data at your fingertips. This will enable you to make timely management decisions and also be ready for tax time. Scott is a Certified QuickBooks® ProAdvisor®.

 Taxes
Taxes are one of the few sure things in life. Everyone has to pay them. Tax saving strategies are essential and tax returns are inevitable; we can help with both.

 Insurance
It’s impossible to know when you will need insurance for yourself or your family. The reality is that it is critical to discuss this early on. Let us address your insurance needs today.

 Investments*
Do you have a plan to pay for your children’s college education? Are you currently working and saving enough for retirement? Are you approaching retirement and worried about outliving your assets? Your goals may change over time and each stage of life requires a different investment plan. As an independent financial advisor, Scott can help you navigate through the sea of available investments to develop customized and well-diversified wealth management solutions that are right for you.

 Retirement
The goal for most people is retirement. Properly managing taxes, insurance, and investments can lead to a more comfortable retirement. In retirement, the tax landscape changes and investment strategies switch from an accumulation phase to a more conservative distribution phase. We can help plan for this transition and beyond.