Services We are a full-service organization, with a number of specialities.]]>]]>
Personal Financial Management]]>
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  • Targeted planning for specific goals 
  • Assistance in the selection of investment vehicles 
  • College Planning
  • Retirement Planning
  • Goal setting
  • Monitoring of plans and free "check ins"
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    Tax Services for Individuals
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  • Preparation of individual, trust and estate tax returns
  • Tax forecasts
  • Nonfilers, offers in compromise, abatements
  • Retirement and estate planning
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    Homeowner's Insurance]]>
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  • 10% "Round Out" Discount (Homeowners discount with auto in the same agency/company)
  • New Home Discounts
  • 24 Hour Emergency Hotline (company direct lines currently and on line claims service shortly)
  • Extraordinary Service
  • Free Personal Risk Management Survey
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