CHECKS & BALANCE FINANCIAL SERVICES

Our company's goal is to protect our customers' assets through long term financial, tax, and insurance planning. The concepts are to maximize our customers' wealth through investments in a well-managed, diversified portfolio, reduce risk through evaluation of insurance requirements, and minimize federal and state taxes by taking advantage of all legal and ethical loopholes available. CEO of Checks and Balance Financial Services, B. A. In Accounting and twenty-five years of knowledge in accounting and auditing.