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Our Services

Your financial needs will keep changing as you reach important milestones in your life that's why establishing a solid relationship with Active Money Management today is so valuable. We see your financial life with an objective eye on the best way to grow your current assets and build new ones to cover those unexpected events. Active Money Management is proud to offer the following services:

Active Money Management Services

Accounting

Bookkeeping, Payroll, Payroll Reports, Sales Tax Reports, Monthly Accounting Services and Retainer Services

Active Money Management Services

Investment Planning

Mutual Funds, Fixed Annuities, Variable Annuities, Stocks, Bonds, and Limited Partnerships

Active Money Management Services

Tax & Business Planning

For Individuals, Partnerships, C-Corporations and S-Corporations; Small Business start-up consulting

Active Money Management Services

Insurance

VUL (Variable Universal Life), Life Insurance, Long Term Care Insurance

Active Money Management Services

Estate Planning

Living Trusts, Charitable Remainder Trusts, Unit Investment Trusts, and Irrevocable Trusts

Active Money Management Services

Computer Consulting

Quickbooks Set-Up, Training, and Phone Support

My Appointment?

Need to make an appointment with Active Money Management? Click on the link below for a list of client forms that you'll need to be ready for your appointment.

appointment forms

Create. Grow. Protect. Your Estate