Your Source for Strategic Tax 
and Investment Solutions
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Mailing Address:
P.O. Box 311
Ghent, NY 12174

Physical Address:
2105 Route 203
Chatham, NY 12037
(Across from old chevy dealer)

Phone:
(518) 392-3400
     or
(518) 822-8929

Fax: 444-0450

EMail:
tax2011@advisor.org
Our financial planning services are divided into two categories:

Advice and Implementation.

Our advice will assist you with all aspects of managing your financial plan. We are available, upon request, to assist you in coordinating with other professionals, in areas that need specialized attention. Implementation is the process of taking your financial plan and following through on the various aspects of the planning process.








At your request, we will provide the following financial planning services.
Investment Education Investment Management Retirement Plans
Mutual Fund Purchases Mutual Fund Analysis Tax Planning
Tax Reduction Strategies 401(k) Plans Tax Preparation
Long Range Financial Planns Long Term Care Insurance Life Insurance
Retirement Strategies College Funding Tax Deferred Benfits
Simple IRAs Roth IRA Education IRAs and 529 Plans
Charitable Organizations Annuities and more...

Here are some points you may want to consider:
Why should you offer a retirement plan to your employees?
Planning for Retirement Plan Distributions
Long Term Care Insurance

A copy of our Investment Advisor Brochure is avaliable, click here

Give us a call at 392-3400, the initial consultation is always free.