Denise came to the Chambersburg area in 1981, and has been working in the public accounting profession for over 35 years...
01. Our Mission
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Vision
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Values
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Our Services
Tax Planning
- Individual Tax Preparation and Planning
- Business Consulting
- Business Tax Preparation and Planning
- New Business Acquisition
Small Business Accounting
- Accounts/Receivable and Accounts/Payable
- On-Site and Remote Payroll Service Available
- Quickbooks Software Installation, Training, and Consulting
- QuickBooks ProAdvisor
Payroll Services
- Check Processing Including Direct Deposit
- On-site and Remote Payroll Services Available
- Weekly, Bi-weekly, Semi-Monthly, Quarterly, and Annual Payroll Deposits, Reports, and Returns
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing plans
- Asset Allocation
Investments
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Alternative Investments
- Variable Annuities
Insurance
- Disability Income
- Life Insurance
- Long Term Care
