Cash Management Services
Debit / Check
Money Wire Services
ACH / EFT (electronic funds transfer)
* Retirement Planning
Defined Benefit Plans for Small Business
529 & Educational
Profit Sharing / Pension / Defined Benefit
* Estate Planning
Work with Attorneys and CPA's
Disability Long Term Care
* Deferred Exchanges IRS
Code Sec. (1031)(721) Real Estate
Working with your Attorney, Accountant, Trust Officer and other advisors to give you peace of mind.
to find the right assets for those important gifts that benefit the
charities you choose, giving you the best opportunity for tax savings.