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:
Retirement Planning
Mutual Funds, Fixed Annuities, Variable Annuities, Stocks, Bonds, and Limited Partnerships
Insurance
VUL (Variable Universal Life), Life Insurance, Disability Insurance, Long Term Care Insurance
Estate Planning
Living Trusts, Charitable Remainder Trusts, Unit Investment Trusts, and Irrevocable Trusts
Accounting
Bookkeeping, Payroll, Payroll Reports, Sales Tax Reports, Monthly Accounting Services and Retainer Services
Tax & Business Planning
For Individuals, Partnerships, C-Corporations and S-Corporations; Small Business start-up consulting
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