Tax Services
(CPA since 1978) ▪ Enrolled Agent (since 1996) ▪ Bachelor of Business Administration, Temple University (BBA 1974) ▪ Central High, Philadelphia (BA 1969)
- Tax Minimization
- Less tax: More fun: Measured results
- Pay as little as possible and stay out of trouble.
- Licensed to practice before the Internal Revenue Service
- Helping you gain control of your business and/or personal financial health
- ESTIMATE THE COST TO GET YOUR TAXES DONE.
Financial Services
Certified Financial Planner® (CFP® since 1996) ▪ Registered Investment Adviser (RIA – Penna.) (since 2003) ▪ Financial Adviser (since 1985)
- Engage Us to Professionally Manage Your Investment Portfolio.
- As a Fiduciary, we Are Legally Obligated to Place Your Interests Before Any Other Party, Including Our Own.
- Securities offered through Dedicated Investment Advisers LLC
- “Advisor” can be spelled 2 ways. The U.S. Congress chose “Adviser” in 1940.
Insurance Advice
Independent Insurance Advisor
(since 1996)
- Annuities, Life and Long Term Care Insurance Combo Plans, Home Health Care, Prepaid Home Health Care
- 7 in 10 people, age 65 and older, will need Long Term Care Insurance to Protect their Assets.
- Insurance offered through Dedicated Insurance Advisers LLC
- Make us #1 on your business, personal or retirement checklist.