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SERVICES
We provide
superior quality services under the following general categories
listed below:
- Tax planning
- Tax compliance
- Financial reporting
- Business strategic planning
– including; start up/acquisition, transition, and disposition
- Wealth Management Services
- selected examples listed below:
- Investment advisory
services – fee basis only (not commission basis)
- Wealth accumulation,
preservation, and transfer strategies
- Evaluation of existing
insurance policies
- Independent insurance
search and placement
We also have the
ability to deliver specialized services through our affiliation with
selected elite professionals and organizations. This allows us to
provide a wide range of client solutions while maintaining our focus
on our core competencies.
When appropriate, these professionals may be included as part of our
team in client engagements.
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Securities and
Investment Advisory Services offered through
Capital Analysts Incorporated. Member FINRA/SIPC
(www.finra.org)
(www.sipc.org)
Copyright
© 2008
All Rights Reserved
Bernard E. Comber, Jr., CPA, MT |
