Because we want to offer expert, professional tax, insurance, and retirement services, we have chosen a few select areas to focus on. In our efforts to consistently do as much as we can to give our clients the very best service possible, we gladly refer our clients to trusted and reputable professionals who can provide the services that we don’t, in the event that that happens.

We refer to services including, but not limited to:

  • Long-term care
  • Estate planning
  • IRA legacy planning
  • Trusts
  • Probate
  • Charitable giving
  • IRA and 401(k) rollovers

Get in touch with us today if you would like a referral for one of these services, we are happy to help.