Individual and Other Services

Provide practical common sense, easy to understand individual financial planning and tax preparation services. Services designed to help provide financial peace of mind during our short time on this earth.

Financial jargon might as well be a foreign language to most of us. I'll cut through some of the language barriers and provide simple solutions to seemingly complex financial decisions.

Planning and Consultation:

  • Retirement planning
  • Business planning (Sole proprietorship)
  • Financing assistance
  • College funding and planning
  • Personal financial statement preparation

Individual Tax Services

  • 1040 Preparation (Federal, state or states and local)
  • Estimated tax calculations
  • Assistance with federal or state income tax compliance and audits
  • Represent you before the Internal Revenue Service or PA Dept. of Revenue

Help to provide guidance on and answer questions such as:

  • Do we need life insurance and how much?
  • Should I have disability insurance coverage?
  • How much will we need for retirement and how do we get there?
  • My oldest child graduates from high school in five years and how will we fund college?
  • What type of retirement investments do we currently have and what should we have?
  • We just had a baby and should we be saving for college now, pay off student loans or save for a home?
  • I have a 401(k) account balance and about to retire. What do I do with my retirement savings to help insure a secure retirement?

Ready to get started?

Please contact me for all of your individual needs.

Contact Me