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Our Services

How We Work

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Individual and Business Tax Returns
  • Tax Planning
  • Accounting and Business Consulting
  • Business Start-up and Quickbooks Consulting
  • Temporary Controller Services
  • CFO Services
  • Investment and Retirement Strategies*
  • Estate Conservation
  • Insurance and Annuity Products

*These services are offered by Richard Nixon, Carey Green, Gary Pike through their affiliation with Cambridge Investment Research.

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