Investment & Tax Services

Financial Planning for Individuals & Families

  • Examine current financial goals and issues to develop financial strategies
  • Provide advice for employees of 401k, 403b, & 457 plans as well as IRA and Roth IRA accounts
  • Analyze and advise on all investments
  • Eliminate unnecessary expenses being paid

Tax Planning & Preparation

  • Maximizing use of tax deductions and deferral of taxes
  • Income shifting between family members
  • Tax reduction through appropriate investments
  • Audits and Collections Assistance

Businesses / Business Owners / Self-Employed Planning

  • 401k & Profit Sharing plan administration
  • Cash Balance Plans for contributions beyond 401k and Profit Sharing Plans
  • Stock Option consulting
  • Employee Benefit planning

Tom also provides a free initial consultation.