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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:

Tax management
Investment management*
Retirement strategies*
Estate conservation
Insurance and annuity products

Individual Federal and State Tax Preparation
Business Federal and State Tax Preparation
Individual Tax Planning
Business Tax Planning
Debt Reduction Plans
Elder Care Budget and Accounting Management
Payroll services
Estate and Gift Tax Planning

*These services are offered by John Culhane through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory ServicesSM.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (203) 268-4431