What We Do

Providing comprehensive financial services with an emphasis in WOTC

WOTC

Reduction of Annual Tax Liability 

Financial literacy education for employees of WOTC clients.

Business Continuation

Key Man Insurance

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Buy-Sell

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Executive Bonus

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Split Dollar

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Financial

Planning

Insurance

Retirement

Investments

Trust Funds

Debt Elimination

Credit Counseling

CPA

Accounting

Payroll Services

Business Taxes