Other Services 

Financial Services
  • Informal Business Evaluation (Complimentary)
  • Financial Plan  
  • Tax-Efficient Planning 
  • Funding Buy/Sell & Trust

Business Owner & Executive Solutions
  • Exit Planing
  • Wealth Transfer
  • Survivor Income
  • Income Protection
  • Business Protection
  • Retirment Income 
 
​Real Estate Services
  • ​​Buy/Sell/Rent
  • Property Management


Tax Accountan Services
  • Income Tax E-file
  • Bookkeeping

​Legal Attorney Services
  • ​​​Free Legal Consultation
  • Translation of Foriegn Documents
  • Immigration Paperwork 
  • Visa Invitations
  • Travel Documents 
  • Interpriter in Courts 
  • Power of Attorney 
  • New Business Registration
  • Buy/Sell Agreements
  • Trust Formation​
  • Apostille Certificats
  • Notary Public