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What We Do
We use time-tested financial planning tools to help you not only protect your family and in good times and bad, but also develop a solid savings/investment plan so you can realize your retirement dreams.
Following are some of these instruments and their impact on our clients:
| Life Insurance |
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We can assist you in determining the correct amount of coverage and type of policy that best suits your and your family’s needs.
Impact: With proper planning, we have had clients and their families that had been able to stay in their same homes after the death of the main breadwinner. This was due to sufficient life insurance coverage. Their loved one had thought ahead and knew the family would be provided for, no matter what happened. Life insurance provides that peace of mind.
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| Retirement Planning |
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That nagging question on everyone’s mind—”Will I have enough money to retire?” We offer retirement model calculations, using current inflation and reasonable rates of investment return, to project if you will be able to retire when and where you wish. And we can help you implement strategies if you find you will fall short of your retirement income goals. We offer IRAs, annuities and other retirement vehicles so that you can be comfortable with your investment choices. We can also assist you in determining the types of benefits you qualify for and how to coordinate them all together.
Impact: Our clients have been able to make better decisions, as we have helped them explore all of their options.
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| Income Tax Planning |
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Assistance with tax deductions and tax credits, estate, gift and trust taxation. A Tax Service In Vienna, OH is our in-house tax planning and preparation service to make your tax preparation more convenient, too.
Impact: We discovered one client had an error on his tax return and assisted him in amending his return to obtain a $10,000 refund from the IRS.
Tax services provided in conjunction with other licensed professionals.
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| Wealth Accumulation |
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Acquisition and ownership of property and investments.
Impact: The purchase of an investment or second home in another state has been possible with proper planning.
Past performance no guarantee of future results.
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| Business & Employee Benefit Planning |
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We can help you arrange pension & 401(k) plans, develop deferred compensation plans, provide group life and health benefits, and assist with buy-sell agreements.
Impact: Reduce corporate taxable profits as well as providing for the futures of your employees, who help keep your company running.
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| Estate Planning |
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Protect your family’s financial future by conserving your estate assets, using trusts effectively and minimizing estate taxes. We have worked with numerous clients and their attorneys to solve these problems.
Impact: Through the creation of certain types of trusts and deeds, some assets can be protected from creditors and passed on to children and grandchildren.
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| Resource Referral Service |
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We have a network of reputable businesses that can make your life easier and more enjoyable. We are confident that these organizations will meet or exceed your expectations. Some of the areas we can provide referrals to include: contractors, lawn care, tree service, landscaping, accounting, legal, and moving services. |
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