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.

Our financial services include:

• 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

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

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