Introducing our CPA Senior Advisor Services...

Personalized strategies and solutions for getting the most out of life.

Our new CPA Senior Advisor Services are a unique, customized package of services designed to help you maintain your lifestyle and financial independence .

Get the expert, impartial advice and assistance you need to make your best choices – from a source you trust.

CPA Senior Advisor Services can lighten your load – and ease your mind. Let us help you with:

--- Paying bills, balancing your checkbook, and summarizing your household income and expenses.

---Budgeting and projections to manage proper timing of income and expenses.

---Analyzing and monitoring your investments including money manager recommendations, if appropriate.

---Income and Estate planning and compliance to minimize your family's tax burden and make the most of your bequests.

---Planning for the costs of long-term care

---Assessing housing options – and how to fund them.

---Managing your resources and understanding your options so you can live life on your own terms