Business & Personal Wealth Consulting
For business owners, executives, investors, retirees, the recently divorced, professional athletes, the elderly, and resident aliens, today’s lifestyle leaves little room to attend to personal business. This service relieves the pressure of dealing with all the details, lets you reclaim precious time, increases efficiency, improves organization, and uncovers savings. Our in-house team of personal business management accountants, bookkeepers, technology experts, and support staff provide services that range from the general...
bookkeeping and bill paying
record retention and management
personal budgeting
...to the specific
Managing the details of multiple residences and vacation properties
Acquiring or negotiating leases for homes, automobiles, boats, and aircraft
Assessing your insurance coverage to find the plan that fits your needs