I am dedicated to helping my clients build their wealth and
protect their hard-earned assets. Since 1990, I have assisted
hundreds of individuals and families to wisely save and
protect over $100 million in assets by tailoring plans that
are designed to minimize their taxes, preserve their
principal and maximize their returns with the goal of
insuring their income will last. Please read this recent
report on FINANCIAL PLANNING then call me at
978-777-4645 or click here to contact me for a free consultation
and review of your current situation.
Tax Planning & Preparation Services
I offer a full range of tax planning and preparation
services. I continuously monitor federal, state, and local
tax law changes to allow my clients to minimize current and
future tax liabilities. I will work with you year-round if
necessary in order to minimize your total tax burden. My firm
offers professional preparation of all federal, state, and
local tax returns at reasonable rates.
Benefit Plan Services including
Pension & Profit Sharing Plans
Would you like help setting up a pension or profit sharing
plan? Talk to us! Our firm can help your firm weigh the
complex benefits and costs posed by todays qualified and
nonqualified pension and profit sharing plans, including
401(k), SEP, SEP IRA, Keogh, life insurance, annuities,
dental and health insurance plans.
Estate Planning and Asset Protection
My firm can coordinate your estate planning needs so you can
minimize both federal and state estate tax liabilities. We
will endeavor to protect your heirs from the unneeded
emotional devastation that can be caused by estate tax
levies. We will determine the replacement cost of your
existing assets and evaluate the adequacy of your insurance
policies and estate plan.
Retirement Income Planning
It is never too early to start planning for retirement. If
you want to live the same lifestyle--or an even better
one--than you do now, you need to start planning for
retirement...NOW. We can analyze your projected income and
expenses and suggest income creation techniques to
help you make sure that your golden years 10, 20, and even 50
years from now live up to your expectations.