Our Areas of Support Include:
→ Retirement Plans for Individuals & Business Owners
→ 401(k) Plans
→ SEP IRAs
→ SIMPLE IRAs
→ Traditional IRAs
→ Roth IRAs
→ Income & Asset Protection
→ Annuities
→ Life Insurance
→ Disability Insurance
→ Long-Term Care Coverage
→ Investment Options
→ Brokered Certificates of Deposit (CDs)
→ Tax-Advantaged Investment Strategies
→ Education Savings Plans (529 and more)
→ Estate & Legacy Planning Support
→ Trust & Estate Coordination
→ Beneficiary Reviews
→ Legacy Planning Considerations
→ Comprehensive Financial Planning
→ Retirement income strategies
→ Goal-based planning
→ Cash flow analysis
→ Risk assessment
→ College/education planning
→ Wealth-building guidance for business owners
Insurance Solutions
What We Offer
Monthly & Quarterly Bookkeeping
Clean, organized, audit-ready books you can trust.
Tax Preparation (Individual & Business)
Accurate returns filed on time — no surprises, no stress.
Tax Planning & Strategy
Proactive strategies designed to legally reduce your tax burden.
Financial Statements & Reporting
Profit & loss, balance sheet, cash flow statements, and tailored dashboards.
Payroll Services (Optional Add-On)
Streamlined payroll for businesses of all sizes.
Compliance & Advisory Support
Guidance to help you stay up-to-date with ever-changing tax laws.
Why Clients Choose Us
Experienced professionals who understand small business operations
Personalized service, not cookie-cutter solutions
Reliable communication and fast turnaround times
Transparent pricing
Support that grows with your business
Payroll
Most business owners purchase workers’ compensation insurance on their own — and end up paying retail prices. Through my referral partnerships, you gain access to large-group workers’ comp programs that deliver better pricing, easier administration, and stronger protection.
Because the coverage is part of a large pooled policy, you benefit from:
Great Rates Through Economies of Scale
Lower premiums because you're part of a larger risk group.
No Down Payments or Large Installments
Avoid heavy upfront costs that strain cash flow.
Payments Spread Across the Calendar Year
Pay with your payroll frequency—simple, predictable, stress-free.
No Annual Audits
Eliminate the hassle and disruption of traditional workers’ comp audits.
...
Payroll Support for All Complexity Levels
From simple schedules to multi-state operations.
A Dedicated Payroll Coordinator
A real person who understands your business and handles your questions.
All Payroll Tax Filings Handled for You
Federal, state, and local — completely managed.
Flexible Ways to Submit Payroll
Online portal, mobile system, or through your coordinator.
Insightful Reporting Tools
Visual dashboards and real-time payroll data at your ...
Our Core Services
Managed & Co-Managed IT Support
Whether you want to fully outsource your IT or supplement your existing staff, we offer tailored packages built around your needs.
Support your in-house team
Or hand off day-to-day IT entirely
Scalable plans for growing businesses.
Cybersecurity
Protect your data, people, and systems with layered security and a 24/7 Security Operations Center.
Continuous threat monitoring
Proactive security processes
Endpoint protection, MFA, firewalls, and more.
IT Support
Get help from a knowledgeable, U.S.-based team that understands your environment and responds quickly.
Remote and on-site support
Fast issue resolution
Clear, personable communication.
IT Consulting
Move your business forward with consultants who make technology understandable and strategic.
Project-based or ongoing advisory
Technology roadmaps
Solutions aligned with your business goals.
Cloud Services
Streamline operations, enhance security, and reduce costs with modern cloud solutions.
Private, public, and hybrid cloud support
Migration, implementation, and optimization
Secure access from anywhere.
Compliance Support
Stay compliant without the overwhelm.
Streamlined compliance processes
Documentation and audit readiness
Team certified in HIPAA for MSPs
Technology Done Right. Security Done Well. Peace of Mind for Your Business.
With comprehensive IT and cybersecurity services, you get the stability, protection, and expert support your business deserves — without the stress.
Healthcare Insurance (Individual, Group & Marketplace)
Choosing the right health insurance shouldn’t feel overwhelming. We help individuals, families, and small businesses compare plans, understand their options, and secure affordable coverage that meets their medical and financial needs.
Whether you're exploring Marketplace plans, evaluating group benefits for your team, or selecting individual coverage, we simplify the process and match you with plans that offer quality, protection, and peace of mind.
Loans & Financing (Mortgage & Business)
Access the capital you need to grow, buy, or build — with programs designed for real people, real goals, and real lives. We connect clients with mortgage and business lending solutions tailored to their unique circumstances, including special financing for physicians, veterinarians, and first-time homebuyers.
From competitive mortgage rates to business funding, equipment loans, and practice/start-up financing, we help you navigate the lending landscape and secure favorable terms that support long-term success.
Merchant Services
Modern businesses need modern payment solutions. We provide access to merchant services that allow you to accept payments securely, efficiently, and affordably — whether in-store, online, or on the go.
From POS systems to card processing to mobile payment options, we help business owners upgrade their technology, reduce processing fees, and streamline day-to-day operations so they can focus on revenue and customer experience.
Estate Planning Support
(Upgrade Your Will & Trust Package With Personalized Guidance)
If you want additional support as you create or update your Will or Trust, we offer personalized estate planning assistance to help you feel confident in every decision.
With this upgraded service, you can request one-on-one guidance from an advisor who will help you:
• Understand your documents
• Navigate beneficiaries, trustees, and guardianship decisions
• Organize your financial and personal information
• Ensure your plan aligns with your goals and protects your loved ones
• Clarify next steps and feel fully supported throughout the process
• Estate planning can be emotional and complex — you don’t have to navigate it alone.