Tax Preparation and Planning
For individuals, small businesses, trusts and estates. Are you doing all that you can to minimize your tax liability? Offering IRS and state representation. Call us if you receive a letter from the IRS or your local tax office.
Comprehensive financial planning that reviews and advises on all facets of your life: insurance, investments, education planning, retirement planning, cash flow review, budgeting, elder care, long-term care, and medicare planning.
Investment Advisory Services
In this day and age of the internet, investment information is easily accessible. Do you understand what choices you have? Do you really know what you are paying in fees? Are you really getting the best performance of your assets? Do you know what you are invested in – Mutual Funds? Stocks? Bonds? Do you know how they interact and what can happen WHEN the market goes down or up? Let’s have that conversation.
Creation of trusts, wills, health care proxies and contract reviews. Make sure that you and your family are protected and prepared.
How do you know if you have enough life insurance? Do you have any at all? What would happen if you were not there tomorrow for your family? Is your retirement income going to be there when you retire? These are questions we can answer when we review your overall financial life.
With 20+ years of experience in various areas in tax, accounting, financial and legal, Beacon Light Planning may help give you the edge you need to succeed in today’s diverse and changing landscape.