General Accounting and Planning

Retirement Planning—Everyone dreams of golden retirement years filled with leisure and few concerns. Most people also want to leave something to their loved ones. The moving parts are many when it comes to retirement. We can put together a plan that calculates social security, current assets, current retirement savings, expected income, desired age of retirement, desired inheritance sums, and so on. We’ll design a strategy for your transition from career to retirement.

Business Startup—business planning, branding decisions, setting up accounts, establishing vendor relations… Starting a business can be stressful. We offer consulting for people who are just getting started and want a guide who understands best practices.