FOREMAN AND MILKS CPA'S PC
Investment Planning Solutions
Our Services
Accounting, Bookkeeping, and Payroll Taxes
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Accounting Service (Monthly, Quarterly, Semiannual or Annual)
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Computerized Accounting, including QuickBooks Support, and Setup
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Payroll Tax Consulting
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Quarterly and Yearly Payroll Tax Return Preparation
Business Setup
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Entity Considerations
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Sole Prop, S Corporation, C Corporation, Partnership, LLC/LLP
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Incorporation Services
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Application for All Necessary Identifying Numbers
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Business Statement Preparation
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Financial Statement Preparation
Individual Financial Analysis
Tax Preparation, Planning, and Research
Tax Authority Representation
Planning, and Management
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Investment Planning Solutions
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Investment Planning Solutions begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.
With changing economic conditions and market fluctuations, we advocate investing sensibly over the long term and maintaining an adequate level of risk that matches your risk tolerance. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.
Fees for our services vary with the needs of the client and full disclosure will always prevail.
Some of the services we offer:
Retirement planning
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Consultations
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Traditional & Roth IRA
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401(k)
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Rollover Assistance
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Defined Benefit Plans
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Annuities
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Managed Securities
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Mutual Funds
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Individual Equities
Affiliated Services
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Third Party Administration
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Actuarial Services
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Broker/Dealer - Resource Horizons
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College funding
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529 Plans
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Universal Life
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Insurance
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Life
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Term
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Long Term Care
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Universal Life
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Variable Universal Life
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Free analysis of insurance policies