• Preparing Tax returns for individuals, businesses, estates, and trusts.
• Tax advantaged longevity strategies - specializing in Long-Term Care funding & tax-free streams of income.
• Financial planning and investment services ~ stocks, bonds, mutual funds, annuities, insurance, IRA's or other retirement plans.
• Helping you plan, build, pursue & protect your financial house.
• Reviewing your current financial portfolio and prior years tax returns.
• We provide experienced, educated, confidential, friendly assistance.
• We are your one-stop shopping for you, your family, your business, and your estate.
• Focusings on clients' complete financial picture: planning, investing, and reporting finances.

• Business & Individual Planning
• Banking and Cash Flow Concerns
• Buy, Sell, Lease, Liquidate Issues
• Motivational and Leadership
• Employee Considerations
• Retirement Plans & Distributions
• Investing Planning & Allocation

• Individual, Business, Trust & Estate
• College, Retirement & Future Goals
• IRA's and Other Retirement Plans
• Commission Based

• Long-Term Care
• Disability
• Life

For Estates and Trusts

• Estate Planning
• Probate Assistance
• Fiduciary Reporting
• Representation before the IRS on audits and other matters.

• Katherine Nixon, has her CPA, securities and insurance licenses, and along with her PFS, CPC, LTCp and cLTC certifications.
• Our team is college educated and have worked together for many years.
• We have been providing services since 1990.
• We stay current by taking financial and tax courses.
• We conduct tax, long-term and senior event planning workshops.