$75 Tax Preparation Special

We are gearing up for tax season and proud to offer Tax Preparation for $75 completed by our CPA with an eye focused on your retirement. Tax Planning is an important component for people looking to retire as well as people already in retirement. Let us show you the advantages of Tax Planning for your retirement!


Gold Projected to Hit $2000 per ounce by Year End

Check out this article from CNBC- Merrill Lynch is projecting that gold bullion will hit $2000 an ounce by the end of the year- Now is time to invest, let us show you how! 


Exciting New Option- Investing in Gold and Precious Metals

We are excited to announce that we now offer investment grade gold!  Now is a great time to invest in gold and precious metals- let us be your resource for investing in gold and precious metals!  To get the word out, tune into to WBAY ABC Channel 2 to check out our commercial.  Sneak peak- watch our very own expert Dean Listle discuss advantages about investing in gold on the Ask The Expert video segment that was on air today!




  It's TAX TIP TUESDAY - No one likes an audit by the IRS- did you know you may increase your chances of an audit depending on various factors?  Read this interesting article to see IRS audit red flags.


It's TAX TIP TUESDAY- Did you know that IRAs can be used to reduce the amount of taxes you have to pay, leaving more money in your pocket? Here is a video from the IRS on IRAs. Let us show you how IRAs could help you lower your taxes!