We offer income tax planning and preparation, financial planning, estate planning and other services to individuals and families. *Tax Planning* Our firm continuously monitors federal, state, and local tax law changes to allow clients to minimize current and future tax liabilities. We will also work with you year-round if necessary in order to minimize your total tax burden. *IRS & State/Local Representation* Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. *Financial Planning* Our firm offers comprehensive financial planning through Securities America Advisors, Inc. This includes retirement and education planning. We work one-on-one with you to help you achieve your financial goals. *Insurance Planning* We can help you make decisions regarding life, disability, and long-term care insurance. We are also licensed insurance brokers. We do not represent any one insurance company. Instead we represent you, our client. *Investment Review* The advisors will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. They will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account. *Pension & Profit Sharing Plans* Would you like help setting up a pension or profit sharing plan or do you want to discuss your current plan? Talk to us! *Retirement Planning* It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.