Personal Financial Planning Services

  • Establishing a financial plan
  • Education planning by CCPS (Certified College Planning Specialist)
  • Retirement planning
  • Cash budgeting and management
  • Estate planning
  • Advice on starting a business


    • Tax Planning & Return Preparation

  • Preparation by CPA's and CFP™
  • Tax saving techniques and planning
  • Electronic filing
  • Year round support and service
  • Income, estate and inheritance


    • Retirement Planning & Management

  • Comprehensive evaluation of your requirements & risk
  • Tax advantaged strategies
  • Pension and IRA strategies
  • Distribution to heirs
  • Minimum distribution requirements
  • Continual service & review


    • Other Services

  • Notary Public
  • Legal referral for incorporations & estate planning and contract review





    • CFP™ and Certified Financial Planner™ marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

    Certified College Planning Specialist is a financial planning professional who has demonstrated his or her knowledge by meeting the requirements of the National Institute of Certified College Planners (NICCP). These requirements include passing a series of three tests on college-related topics including: investments for college, tuition tax credits and deductions, tax planning, and student grants, loans, and scholarships. CCPS designees must refresh and expand their expertise regularly by obtaining 12 hours of continuing education credits in college planning every year. For more information about the CCPS designation, visit

    www.niccp.com The CPA/PFS designation was established for CPAs who specialize in personal financial planning. A CPA is granted this designation only after demonstrating experience in personal financial planning services and meeting other accreditation requirements established by the AICPA.
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