Other Professionals

If you need help in any of the following areas let me know and I would be
happy to connect you to a local trusted professional.

Accountant / CPA

Personal and Business Tax Preparation
Trust Tax Returns
Payroll and Business Accounting


Estate Planning   (ie Wills and Trusts)
Real Estate Closings
Elder Law and Medicaid Planning
Personal Injury
Juvenile Law

Business Banking

Checking and Savings Accounts
Business Lines of Credit
Term Loans

Business Brokers

Buying or Selling a Business
Valuing a Business
Financing a Business Purchase

Business Consultants

Family Business Concerns
Passing on a Business to heirs
Wealth Transfer

Mortgage Broker

Fixed and Adjustable Rate Mortgages
Mortgage Refinancing
Home Equity Loans 
Reverse Mortgages

Property and Casualty Insurance

Auto, Home and Boat Insurance
Business Owner's Insurance
General Liability 

Real Estate Agent

Buying or Selling your House
Valuing your Home
Buying or Selling Commerical Property