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Tax & Financial Specialist

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Our Resources below will provide you with additional information to develop your personal retirement strategy. Please select the “Learn More” link for the item you are interested in to access this FREE information. You may use the Comments section of the request form to ask any specific questions or to request additional information from our office.
FREE Retirement Planning Book

Learn money-saving tips and sound advice from FINRA arbitrator and consumer advocate Bruce Sankin. This updated edition of his book includes  chapters on to Social Security, Life Insurance. Long Term Care, Identity Theft, Tips for Seniors, plus tips on choosing the right annuity for your retirement. and more!

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Maximizing Social Security benefits in retirement

Did you know you already own a lifetime annuity? Understanding your Social Security benefit options prior to applying for them is critical to avoid making decisions that could cost you thousands of dollars in what you receive. Planning and understanding your Social Security income benefits, in conjunction with your other retirement savings, can result in substantially increasing your retirement income and protecting your spouse’s long-term financial security.

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Building Your Retirement Income Strategy

If retirement is just around the corner, or you have just began this phase of the rest of your life, learn about your options to create guaranteed lifetime income that will help you meet your financial goals. Your strategy needs to consider your lifestyle goals, longevity risk, health issues that may arise later in life, and long-term income planning for you and your spouse.

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We are a regional certified public accounting and business advisory firm with a diverse array of talents, industry experience and service specialties. We provide clients across the nation with core services of audit & assurance and tax, as well as expanded services, including accounting services, cost segregation, financial services, forensic & valuation, health care reform, international services, technology consulting, transaction services and wealth management.