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Our Core Offerings

In serving individuals and institutions, we have identified core services that meet the typical demands of these client types. We understand that every situation is unique and customization can and will take place to meet your needs.


401k Rollovers/IRAs

Roth IRAs

College Savings Vehicles

Taxable Investments/Savings

SEP-IRAs or SIMPLE IRAs (businesses)

Trust Accounts


Economic Development

Internal Controls

Cash Management

Accounting Policies & Procedures Manuals

Discretionary Equity and Fixed Income Portfolios

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.   |  (312) 922-1717