approach to professional and financial services. With Plan B Investments, you get a complete financial ALL of life's financial transitions. We assess your financial risk tolerance and then discuss investments, insurances, finances. ​Much more than a financial advisor - Plan B Investments acts as a coach and

an important time in our lives and that planning ahead is essential for success. We make the identify your income sources, assess investment risks, maximize tax efficiency, address health care needs, and plan for your legacy

three levels of assurance based on risk tolerance: audits, reviews and compilations. and operational reviews, technology and system assessments, forensic accounting, litigation support, business valuationsassistance, grant monitoring, financial and retirement planning, cash management, evaluation of internal controls

areas of legal and dispute resolution expertise include: Risk Management, Contract Review Claims, Drafting & Analysis. Government Contracts to these principles: Immediate Response, Accuracy & Integrity, Early Assessment. Strategic Plan Project Budgets, Progress Reports, 24/7 Availability

help our customers plan for the future by managing their everyday risks. We strive to assess each customer's specific needs and work with them to create a plan