Services
Accounting Services
- Bookkeeping
- Financial Statements
- Payroll
- Business Entity Selection
HR Compliance Risk Transfer Services
- Outsourced HR Partnership(Partial or Full)
- Professional Service Organizations (PEO)
Tax Services
- Tax Forensics
- Tax Planning
- Tax Returns
- Tax Problem Resolution
Retirement Services
- Business Owner Favored Retirement Plans
- Qualified and Non-Qualified Plans
- Tax Diversified Distributions
- Alternative Long-Term Care Funding Solutions
- Social Security Benefits Maximization
Insurance Services
- Permanent Life Insurance with Cash Value
- Living Benefits Life Insurance
- Long-Term Care
- Life Settlements
- Annuities
*Guarantees are dependent on the claims paying ability of the issuing company.
