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 also offer insurance and investment services through our trusted partner, Jonathan Dech, who can provide the time and expertise our clients deserve.
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
Annuities
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.
“Quality is never an accident; it is always the result of high intention, sincere effort, intelligent direction, and skillful execution; it represents the wise choice of many alternatives.”