Two pharmacists in white coats standing in a pharmacy behind a counter, smiling at the camera.

Self Employed Professionals

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

  • 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