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Our Services

Through the implementation of the 8 Wealth Management Issues, SM we strive to assist our clients in their goal of attaining total financial wellness. Some of the services we offer are listed below:

Financial Services

  • Investments*
  • Retirement Plans*
  • College Savings Plans*
  • Mutual Funds*
  • Money Market Funds*
  • Traditional & Roth IRA's*
  • 401(k) Plans*
  • SEP IRA's
  • Education IRA's
  • Financial Planning+

Tax Services

  • Individual Tax Planning & Preparation
  • Business Tax Planning & Preparation
  • Estate and Gift Tax Planning & Preparation
  • Electronic Tax Filing
  • Small Business Accounting Services 
  • Representation before the IRS

Business Services

  • Business Start Up and Counsel
  • Payroll Services
  • Payroll Tax & Reporting Services
  • Business Entity Selection
  • Business Succession Planning
  • Buying & Selling a Business
  • Sales Tax Services
  • Notary Public
  • Certified Quickbooks Pro Advisor
  • Sage Peachtree Advisor
  • Confidential document shredding

Life Insurance

  • Life
  • Annuities 
  • Disability
  • Long-Term Care
  • Medicare Gap Insurance

*These services are offered by George Boyle and Eileen Magno through their affiliation and HD Vest Investment ServicesSM.

+These services are offered by George Boyle through his affiliation with HD Vest Advisory ServicesSM.