Chart Advisors, Inc.
Financial Planning
Our firm offers a complete array of financial planning services and
will work closely with you to help you achieve your financial goals.
Tax Planning
Our firm continuously monitors federal, state, and local tax law changes
to allow its clients to minimize current and future tax liabilities.
Of course, we offer full tax preparation and filing services.
Retirement Planning
It is never too early to start planning for retirement. If you want
to live the same lifestyle--or an even better one--than you do now,
you need to start planning for retirement...NOW. We can analyze your
projected income and expenses and suggest investment funding techniques
to help you make sure that your golden years 10, 20, and even 50 years
from now live up to your expectations.
Investment Review
Our firm will perform a custom portfolio analysis and review the risks
and returns of specific investments including stocks, bonds, REITs,
and limited partnerships. We will also determine an optimal asset allocation
for you by taking your unique personal and financial goals, your resources
and spritual values into account.
Tax Preparation
Our firm offers professional preparation of all federal, state, and
local tax returns at competitive, affordable rates.
Employment Benefit Plans
We can help you to find the highest value in health and life insurance
for you and your employees. Let us show you how to offer your employees
the benefits they need for the lowest costs.
Pension & Profit
Sharing Plans
Would you like to set up a pension or profit sharing plan? Talk to us!
We can also review your current plan to be sure it is cost-effective,
compliant and easy to manage.
Payroll Services
Our firm offers complete payroll preparation and payroll tax reporting
services.
We prepare all federal and state returns and offer full magnetic media
and electronic filing capabilities.
Business Succession Planning
Stop wondering if and how your business will continue without you there.
As experts in business succession planning, our firm can suggest many
courses of action to provide assurance that your business will enjoy
a smooth continuance and that your heirs and business associates will
be well protected.
Estate Planning
Our firm offers estate planning services so you can minimize both federal
and state estate tax liabilities. We will endeavor to protect your heirs
from the unneeded emotional devastation that can be caused by estate
tax levies.
Estate, Gift and Trust
Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift,
and trust tax returns.
Contact Leland T. Proshek for a quote or additional information regarding Chart Advisors, Inc.'s services.
