Archive for the ‘Services’ Category
Are Your Beneficiaries Correct?
This year one of our goals is to double check all of your beneficiaries for you. During tax season we had two different events where the people were our tax clients but not our investment clients. First a husband and father of a little girl was killed in a car accident. He had started his job prior to being married and had listed his mother as his primary beneficiary. Unfortunately his mother kept the life insurance proceeds and is not giving them to her daughter-in-law and grandchild. The second involved an ex-wife receiving the proceeds. Please set up a beneficiary review!
Posted in Services
Health Insurance
If you are without health insurance because you have been laid off, your employer no longer offers this benefit or you have lost your job please call our office so that we can help you look into some affordable options for you. The quickest way to bankrupt your family and your extended family is to not have health insurance. Please give us a call at 269-795-3387.
Posted in Services
Buy More Time
With QuickBooks Expertise
Let us Show You How To Use QuickBooks Financial Software To Squeeze More Time out of Every Day
Give Yourself the Gift of Time
Leave the Bookkeeping to Us
- Certified QuickBooks ProAdvisor
- Affordable
- Customized services to your needs
- Quick response time
- Experienced with 10 years in business
- Assisted many satisfied clients
- Expertise in setting up QuickBooks financial software to help save you time and money
Watch for upcoming QuickBooks seminars this fall.
Call Beth to set up individualized appointments to help you with your QuickBooks 269-795-3387 or 1-800-795-3287.
Posted in Services