Financial Planning

Mary Wilson Keener, our senior consultant, can help you develop a personal financial plan. This comprehensive plan will involve information about your savings, investing, retirement, insurance, and taxes. It could include personal budgeting and plans to get out of debt. It will incorporate discussions about will planning. Mary can also help you implement your plan with services provided through Money Concepts Capital Corporation, where she is a registered representative. She has a CLU designation, earned by studying and being tested on various topics concerning financial planning and has several years of experience in this area. Whether you are in the accumulation phase of your life or nearing retirement or retired, a financial plan gives peace of mind in knowing how to make the most of your current financial situation.

• Tax Preparation and Tax Planning
• Bookkeeping
• Software Installation & Training
• Payroll Preparation & Payroll Tax Reports
• Employment Benefit Plans
• Management Consulting
• Business Plans
• Budgets & Forecasts
• Financial Planning
• Insurance Analysis
• Investment Portfolio Management
• Retirement Planning
• Long Term Care