Retirement Planning

Mary Wilson Keener, our senior consultant, offers retirement planning for individuals and businesses. She will assist you in starting or accumulating your retirement plan, whether it is an IRA, SEP, or 401(k), with services through Money Concepts Capital Corporation. For businesses, she offers consultation to determine the retirement plan that will be most beneficial for your company and its employees and then offers options of plans that could be implemented. Mary’s background as a CPA and tax preparer allows her to give you insight into how the retirement plan affects your tax return. It gives her the ability to monitor the plan once it is in place to see that it continues to meet tax rules and regulations.

• 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