Our Services


With income tax and investments as a compliment to each other, we will walk you through a step-by-step process with written meeting agendas and simply written recommendations, that will help make you feel confident in your decisions.

Once your goals have been established, with thorough discussion and exploration of your personal objectives, we will customize an appropriate strategry to suit your comfort level and sleep factor.

We offer and can help you execute  sound financial advice by utilizing the following products and services:

  • Income Tax management
  • Investment management
  • Insurance and Annuity products
  • College funding options
  • Retirement Income strategies 
  • Estate planning





For any questions regarding Personal Income Taxes,

email:  taxes@taxandinvest.com


For questions regarding Investments,

email:   investments@taxandinvest.com