Our Services

• Tax Preparation & Planning
• Retirement Benefit Planning
• Income Distribution Strategies
• Long Term Healthcare Coordination
• Estate Planning
• Life Insurance Protection
• Support Team Development
• Asset Allocation Review & Preservation Strategies
• Medicare/Medicaid/Healthcare Review

We offer comprehensive initial and/or annual financial reviews to help you work towards your goals.

Allow the B.E.S.T. Economic Solutions Team to provide a comprehensive financial-healthcare review in determine a direction of your financial future. Through education, you can make confident decisions, pay less taxes, coordinate healthcare, preserve assets.

Our caring professional team can teach you what to look in choosing savings and retirement funds, how to avoid costly mistakes in choosing asset preservation strategies as with Life Estates and Trusts, know your ABC & D’s of Medicare and resolve legal and financial retirement issues.

It’s never too late to learn, and it’s never too early to plan!

What is your current location?

Are your parents running out of money? Are they in need of home care?

Are you seeking asset protection? Are the new laws aimed at taking away middle class assets affecting your financial future?

Are you approaching retirement? Are your children entering college? Do you have an emergency fund?

B.E.S.T. can evaluate your current location, answer all of your questions and redirect your financial-healthcare path.

Our thorough analysis can:

• Illustrate cash flow projections
• Help you define your asset allocation strategy
• Determine tax liabilities when needed
• Provide research information relative to your personal situation
• Answer your questions

B.E.S.T can help you get to where you want to go!

The B.E.S.T. Economic Solutions Team of professional Certified Financial Planners™ , Certified Senior Advisors, Certified Divorce Analyst, Enrolled Agent practicing before the I.R.S. offer a FREE half hour consultation to determine which services are applicable to your personal situation.

E-file Refund Cycle Chart 2009-2010

CONTROL your financial destiny and have confidence in making decisions!