Financial Security

 

A complete line of services for your Financial Security

 

Tax Preparation

 

Committed, Experienced, Hassle Free Tax Preparation

 

Retirement Planning

 

The guidance, tools, and services necessary to prepare for retirement.

 

Financial Planning ★ Estate Planning

Insurance ★ Investments

Accounting ★ Bookkeeping ★ Payroll

Income Tax Preparation

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Social Security Benefits Increase in 2021

Social Security Benefits Increase in 2021

Approximately 70 million Americans will see a 1.3 percent increase in their Social Security benefits and Supplemental Security Income (SSI) payments in 2021. Federal benefit rates increase when the cost-of-living rises, as measured by the Department of Labor’s...

Tax Plan Comparison: An Election Preview

Tax Plan Comparison: An Election Preview

TAX PLAN COMPARISION: AN ELECTION PREVIEW During an election year, there are many opinions and proposals announced from the presidential candidates. We are not expressing any political opinion as to the presentation of either political parties platform as it relates...

Thank You For Voting Us #1, Again

Thank You For Voting Us #1, Again

A big THANK YOU to all of our local supporters for voting us #1 again in the Wicked Local Readers Choice Awards. This year we have again, won #1 Favorite Accountant in Wrentham and #1 Favorite Financial Planner in Wrentham. We also brought home the Bronze Award for...

Important Life Insurance Reminders to Consider

Important Life Insurance Reminders to Consider

Over the last several months, COVID made clear the fragility of life and how uncertain financial stability can be. In recognition of Life Insurance Awareness month, here are some important reminders to consider.   Are your beneficiaries updated? Any life changes...

NFS Urgent COVID-19 Updates

Voted Best Accountant, Financial Planner & Insurance Agency in Wrentham 2011-2020 & Regional Favorite 2016-2020

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Life Insurance – Why Now?

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