Self Employed Professional

Self Employed Professional

  • Physicians
  • Dentists
  • Attorneys
  • Consultants
  • Architects
  • High End Chefs
  • Niche Professionals

Typical Profile of Self Employed Professional We Serve

  • Established, highly successful and respected by peers
  • 45 years old or older
  • Good businessperson
  • Friendly, helpful and influential

Services We Provide

  • Tax Planning and Preparation
  • Payroll management
  • Books and account management
  • Cash flow planning
  • Full Suite of benefits planning including
    • Health, dental, vision
    • Short Term Disability
    • Long Term Disability
    • Retirement Plans including 401(k)
    • Pension Plans
    • Life Insurance
    • Long Term Care