We can help with both personal financial issues and fiscal business solutions.
- Budgeting /Financial management
- Charitable planned giving
- Divorce Financial Planning
- IRS Representation
- Life Insurance
- Litigation Support
- Long Term Care Insurance
- Planning for College Tuition
- Property Insurance
- Real Estate
- Retirement Strategy
- Rhode Island taxation
- Same Sex Financial Planning
- Self-Employment/Estimated Taxes
- Tax Planning and Preparation
- Will and Estate