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
- Business Planning
- Charitable Planning
- College Planning
- Education Planning
- Employee Benefits
- Estate Planning
- Insurance and Risk Management
- Investment Review and Distribution
- Retirement Planning
- Social Security and Medicare Planning
- Tax Planning
Let us help assist you with the following products:
- 401(k), Including Roth & Safe Harbor
- Cash Balance
- Defined Benefit
- Disability Insurance
- ERISA 403(b)
- Health Insurance – Business Group Benefits
- Health Insurance – Individual
- Life Insurance
- Long-Term Care Insurance
- Medicare Advantage, Part D and Supplement Plans
- Profit Sharing
- Retirement Plans
- Savings Plans
- Solo K
- Traditional & ROTH IRA’s
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.