Services: Financial Services

Financial Services: Businesses, Individuals, Nonprofits, Governments,
Trusts, and Estates

Planning/Consulting:

Peter A. Caruso, Partner is a Certified Financial Planner.  Our goal is twofold, to minimize your tax liability and make your money work for you.  We do not sell products or recommend specific brand names, this enables us to maintain our independence.  We will work as a liaison with your existing financial advisor.

Businesses-We specialize in startup to mature businesses offering the following services to your business:

• Business Setup – From initiation start up to growth and maturity including dissolution
  
  
• Business Succession – Sale out right and Gifting of Business to family members
  
  
• Business Valuations – To aid in succession planning
  
  
• Business Concerns – Cash flows, profitability, and debt reductions

Personal Finances:

• Personal Financial Planning – Investing, Risk management, Financing-Debt Management, Estate-Wills,
  and Gifting. 

These are only two of the areas that we specialize regarding Financial Services.  We offer these services to any type entity and look forward to being of service to you and or your organization.