Financial Services

To help small business owners and families plan for the future and protect their assets, many of our clients come to us when they need a Concord and Chelmsford-based CPA firm that concentrates in the financial services industry. We truly understand your needs and are able to provide a wide variety of retirement savings and financial services for small businesses and individuals. We pride ourselves on providing financial services designed around your individual needs.

Setting up of profit sharing and 401(k) plan documents Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.) Mutual funds and annuities Employee benefit plans Health benefit plans Estate planning Trust planning and charitable gifting Business exit strategies Executive compensation plans Key employee retention plans Welfare benefit plans Insurance and asset protection Succession planning and business continuation Buy/sell agreements

Securities offered through Purshe, Kaplan Sterling Investments Member FINRA/SIPC www.finra.org . Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211

We offer a FREE initial consultation for business owners. Call one of our offices today regarding our accounting and tax services.

Chelmsford, MA Office - 978-453-2222
Concord, NH Office - 603-224-4990