Interested in insurance, retirement, or financial planning?
Let us help coordinate a strong financial plan for you.
Banks & Associates CPAs, LLC, believes in providing personal attention, timely service, and valuable advice to each client. In doing so, we give clients the information needed to make current decisions and achieve future goals. Our reputation for integrity and independence is how we build trust with every client. In today's complicated financial world, it's important to find someone whom you can trust for objective and sound tax and financial advice. A relationship built on trust means we can provide you the best service and the assistance you desire in developing a financial security plan.
How can we help you?
We’ll work with you to create a customized plan tailored to your needs. These customized plans will help ensure realistic, consistent, and focused results.
Who better to help you secure insurance and related services than a team that is already in sync with your tax situation and future goals? We have our own dedicated insurance and financial services expert that can provide the time and expertise our clients deserve, whether it be advice on financial planning, investments, or insurance needs.
Read on below for more information about the services and products we provide as a full-service CPA firm.
We're happy to provide you with the following services:
- Asset Protection
- Social Security and Medicare Planning
- Estate Planning
- Business Planning
- Retirement Planning
- Employee Benefits
- Tax Planning
- Insurance and Risk Management
- Education Planning
- Charitable Planning
- Investment Review and Distribution
- College Planning
Let us help assist you with the following products:
- Life Insurance
- Savings Plans
- Health Insurance – Individual
- Health Insurance – Business Group Benefits
- Medicare Advantage, Part D and Supplement Plans
- Disability Insurance
- Long-Term Care Insurance
- Retirement Plans
- Traditional & ROTH IRA’s
- Solo K
- 401(k), Including Roth & Safe Harbor
- Defined Benefit
- Profit Sharing
- Cash Balance
- ERISA 403(b)
Banks & Associates CPAs, LLC, has over 50 years of combined experience helping families and businesses with these services and products.
Our firm is here to help you achieve financial security today. But we'll also be there for you in the long-term future. Join other clients who have made the move and are extremely satisfied with their decision.