Our Services

TAX SERVICE: 

Personal Income Tax Preparation. Done personally and professionally. Complete Federal and State returns with all necessary forms.


RETIREES: 

Income - We help retirees plan for their income needs throughout their lifetimes.

Growth - Growth is still important because of inflation, but most people take too much risk with their money. Greg Kuras assists clients in matching their investments to their objectives and risk tolerances.

Heirs - We help our clients pass their assets to their heirs efficiently and effectively, with a minimum of taxation.


PRE-RETIREES:

The big question is, "Can I retire?"  We will answer that question for you, help you get there, and continue with you through your retirement years.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck