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Accounting & Tax Services
  • Audits
  • Reviews
  • Compilations
  • Business Tax Return Preparation
  • Individual Tax Return Preparation
  • Estate Tax Return Preparation
  • Legal Support Services
  • Business Plans
  • Tax Planning
  • Management Advisory Services
  • Business Valuations
  • Financing Proposals
  • Business Continuation Planning
  • Buy/Sell Strategies
Financial Planning Services**
  • Comprehensive Financial Plans
  • Retirement Planning
  • Risk Management
  • College Funding
  • Estate Planning
  • Asset Allocation
  • Tax Planning
Retirement Planning Services
  • IRAs
  • Pension Plans
  • SEPs
  • 401(k) Plans
  • 403(b) Plans
  • Profit Sharing Plans
Employee Benefits & Insurance Programs**
  • Ordinary Life Insurance
  • Variable Life Insurance
  • Term Life Insurance
  • Universal Life Insurance
  • Disability Income Insurance
  • Executive Benefit Plans
  • Non-Qualified Deferred Compensation
  • Key Person Insurance
  • Buy/Sell Life Insurance
  • Buy/Sell Disability Insurance
  • Disability Business Overhead Ins.
  • Survivorship Life Insurance
  • Long-term Care Insurance

Learn more about our services:

**Financial planning offered through CPC Financial Planning, Inc.
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Privacy Information

Securities and advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Advisory, tax, and Audit services offered through CPC Financial Planning, Inc., a registered investment advisor, not affiliated with Royal Alliance Associates, Inc.


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