Active Money Management
Our primary focus is serving as a holistic adviser to clients, offering integrated tax, estate, and personal financial planning in addition to investment advisory services.
The only certainty in life and business is change, and managing that change has never been more challenging than it is in today’s economy. Planning for your personal or business financial future doesn’t have to be fraught with uncertainty and stress.
With Active Money Management on your side, your financial life will become a much clearer path to financial success. It is our goal to help you build a comprehensive plan that will flex with your life changes, but ultimately will leave you with peace of mind that you are building a solid financial future. There is no time like the present to get started. Join us as we help people who are serious about their money...to create, grow and protect their estate.
What We Do
Bookkeeping, Payroll, Payroll Reports, Sales Tax Reports, Monthly Accounting Services and Retainer Services
Mutual Funds, Fixed Annuities, Variable Annuities, Stocks, Bonds, and Limited Partnerships
Tax & Business Planning
For Individuals, Partnerships, C-Corporations and S-Corporations; Small Business start-up consulting
Disability Insurance, VUL (Variable Universal Life), Life Insurance, Long Term Care Insurance
Living Trusts, Charitable Remainder Trusts, Unit Investment Trusts, and Irrevocable Trusts
Quickbooks Set-Up, Training, and Phone Support