Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:



  • Tax Preparation - Personal  & Business & Estates
  • Investment and Advisory Services *
  • College Planning (529 Plans) *
  • Small Business Consulting
  • Retirement Planning
  • Estate Planning
  • Insurance and Annuity Products

* These services are offered by Amy LaCavera through his affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.