W OODEN ACCOUNTING
Accounting, Tax Returns, Payroll, Tax Planning, Estate Planning, Business & Individual
OUR SERVICES
We offer tax and accounting services to keep you organized.
We are happy to assist individuals, families and business accounts.
I am a fiduciary and use discretion when working with you.
In general, this means we discuss your goals and apply your account risk choice to your portfolio and manage your account accordingly.
​Investment management services are available for Individuals and Businesses. Services include portfolio design, management and rebalancing.
I do offer annuities and use them with many portfolios – both fixed and variable.
Securities and Advisory Services offered Through Harbour Investments, Inc.
Check the background of this firm on FINRA's BrokerCheck.
Securities Licensed in Fl, GA, IN, MI, OH, WI
Advisory Licensed in FL, IN, MI, TN, WI
Harbour Investments, Inc. Does not offer tax services.
