Income Planning Solutions grew by meeting our clients needs:

 

Small Business

Our small business clients range from having more sophisicated sturctures which require daily to weekly accounting and financial statement processes to the basic business bookkeeping needs of invoicing and bill pay on a monthly or quarterly basis.

 

Individuals

Many of our individual clients are at retirement age and looking for a safe alternative to banks and the stock market to preserve their hard earned principal while earning a guaranteed rate of return.  We specialize in Income Planning, which gives our clients peace of mind to know when they can retire and maximize their income.

 

Health Insurance

Whether it be group insurance for business or individual insurance, we have independent contracts with major insurance companies, so each plan is selected to balance coverage with premiums.  If you qualify, we will make certain to maximze your subsidy.