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Products & Services

We provide assistance in the following areas:

Investment Planning

  • Portfolio Management and Risk Analysis
  • Second Opinion Reviews
  • Withdrawal Strategies

Financial & Retirement Planning

  • Financial Plan Development
  • Retirement Goal Setting
  • College Savings Planning
  • Social Security Analysis
  • Cash Flow Analysis
  • Distributions from a 401(k) IRA or Pension Plan
  • IRA Rollovers, Contributions, Conversions
  • Roth IRA
  • Business Planning
  • Self Employed Retirement Plans
  • RMD's and Withdrawal Strategies
  • Gifting
  • Loss or change of employment
  • Elder & Legacy Planning
  • Divorce and Widowhood issues

Income Tax Planning

  • Tax Reduction Strategies
  • Individual Small/Medium Business Tax Preparation
  • IRS and NYS Audit Representation and Correspondence
  • Review of Cost Basis
  • Tax Loss Havesting
  • Sale or Purchase of a Business or Rental Property
  • Change in Marital Status or a new dependent


  • Review of Existing Policies
  • Life Insurance Needs Analysis
  • Disability Income Insurance
  • Life Insurance Insurance
  • Long-Term-Care Insurance

Accounting Services

  • Quickbooks Setup and Consulting
  • Quickbooks Pro Advisor
  • Small Business Startup Assistance
  • Quickbooks Online Setup and Consulting
  • Cloud BasedBookkeeping Services using Quickbooks Online