focuses on group health insurance, keyman insurance, qualified and non-qualified pension plan design, buy/sell agreements and estate planning

-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management, executive and employee benefits, 401k/403b/457 plans, special

, tax planning, payroll services, bookkeeping, complex tax planning, pension plans, retirement plans, tax problem resolution, tax planning, and also specialize in cryptocurrency taxes, QBID, Qualified Business Income Assessment, and Tax Planning. Our team of experienced professionals

with services like Guaranteed Issue Health Insurance, and Qualifying Plans that have up to a 3-year Rate

IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement Plan 5. Personal Pension Plans/Guaranteed lifetime income 6. Estate

your retirement income components -- Social Security benefits, company pension plans, and retirement savings -- and creating a guaranteed income in Social Security maximization, personal pension planning, tax-free retirement account development, survivor pension planning, and wealth transfer of assets

income tax planning, financial statement preparation, software installation, pension plan consulting, estate planning, and cash flow analysis. Our planning, financial statement preparation, software installation and setup, pension plan consulting for businesses and self-employed individuals, IRA

drafting Qualified Domestic Relations Orders (QDROs) to divide pensions, 401(k)s, deferred compensation, Military Retirement, Thrift Savings Plans

and write-up, QuickBooks assistance, employee benefits and pension plans, financial projections and forecasts, mergers and acquisitions, international

support, child support, visitation rights, child custody, adoptions, pension plans and QDRO, living trusts, living wills, powers of

), Real Estate related investments in IRA's and Qualified Plans, Working with First-Time Home Buyers and MFA

Wealth Transfer/Preservation Market and the Small Business Pension Planning Market. They work closely with clients to preserve

. This includes division of retirement assets, division of pension plans, division of family business interests, taxation of spousal

Planning, Estate Conservation Techniques, Risk Management, Employee Benefit & Pension Planning, Financial Seminars & Counseling, and Business Succession Planning accessible

. Our mission is to help qualified employees navigate their online Savings Plan or Pension Plan sites and make the most

and welfare, benefit administration, risk management, strategic sourcing, qualified plans, and corporate education services. Our clients include some

giving advice on setting up and accounting for pension plans. Our highly experienced, professional team is committed to

combined experience in these areas, making us uniquely qualified to meet any of your needs. From QuickBooks filings, we have you covered. We also offer pension plan setup, compliance, and administration, including 401(k) plans

mainly be based on income, taxes, and IRS-Qualified plans such as 403b/401k/457/412e. We will

services in business succession planning, family limited partnerships, pension plans and charitable giving.