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Our Services

  • Accounting & Tax
  • Payroll
  • Tax-Favored Benefits
  • Business Formation:  LLC, S-Corp, C-Corp, Sole Proprietorship, Family Limited Partnership, General Partnership
  • Business Planning:  Business Plan, Organizational Documents, Operating Agreements, Buy-Sell Agreements, Succession Planning, Employment Agreements
  • Retirement Planning
  • Estate Planning
  • Protecting Your Business & Personal Assets
  • Dispute Resolution
  • Mediation
  • Collections
  • All Legal Forms & Documents
  • HR Consulting 
  • Insurance Consulting 



The Master Financial Wellness Plan 

"The Master Plan"


The Family Living Trust Estate Plan 

"The Estate Plan"  


The Guardian Asset Protection Plan  

"The Guardian"


What Our Clients Are Saying

     Dr. Jeff and his team did a wonderful job of designing a Financial Wellness Plan (legal, financial, and estate plan) that protects our family's personal assets and our business!  We now have a fortress that has been erected to handle all of life's contingencies to make sure that we are protected from the IRS, courts, judges, legal predators and their greedy lawyers!  

A Happy Client!

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