Ask about our Wealth Management & Retirement Services

Click below to access our menu of special services

Tax Services

We specialize in a variety of premium tax services.


Payroll Services

We offer simple to sophisticated payroll servies including direct deposit and payroll deductions. 

Accounting & Bookkeeping Services

We offer a comprehensive suite of services to help run your company and save you costs. 

Business Consulting Services

We help setup your company and manage unique opportunities to maximize employee benefits and owners compensation packages and benefits






Financial Planning Fraud &Forensic Services

We provide extensive comprehensive financial retirement planning strategies to get you to retire on time. 

We assess your risk tolerance by researching market conditions, existing assets, number of years projected to retire and the number of years you want to spend in retirement by creating a plan with yearly reviews.

Wealth Management Services

We assist you in managing any size portfolio.

We perform quarterly reviews and emergency  reviews  whenever we experience any major market downturns. 

 


Client Partner Testimonials

See below how our Clients view us as Partners when we strategically, holistically, and optimally engage and enhance their future by offering sustainability models that create working plans and programs to grow their businesses, retirement and wealth while minimizing their taxes on income, social security and

 retirement distributions.

Reviews

https://lh3.googleusercontent.com/a/ACg8ocJNNPGcHPEP6wX3fwUgmIqxf3QwREF51nJpTj6-3WAa=s120-c-rp-mo-br100

"Mr Chester is Very professional,
provides great Customer service a..."

Lady Jeanette S. Williams - 1/4/2024

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This customer did not write a review.

Felicita Gaston - 12/16/2023

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