Our services

Bundled Insurance Services

Protect your business, your employees, and your patrons.

Point of Sale technology

Our Point of Sale solutions which will integrate seamlessly with accounting software for easy money management

Business Filings

We assist you with the entire launching process, from obtaining your EIN to Articles of Organization and writing a formal business plan

Website Services

From concept to completion, our website design will bring your company into digital existence.

Bookkeeping and Tax Filing

Track your spending and progress with our weekly budgeting tools and tax filing services

Retirement and Investment Strategies

Do not rely on Social Security to get you through your golden years. Once I obtain my series 65 I will be able to assist you in navigating wealth management strategies like Roth IRAs and HSAs for a holistic financial approach.

Get in touch

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