Recent Posts
Life insurance is a critical component of financial planning, providing a safety net for loved ones in case of an unexpected loss.
As a responsible head of the family, you’re likely always on the lookout for ways to secure your family’s financial security. Estate planning is the foundation of endeavors such as this.
Running a business often means taking calculated risks, including extending credit to customers or offering loans to other businesses.
When it comes to small business ownership, retirement planning often takes a backseat to the daily grind of running the business.
One of the best New Year’s gifts you can give yourself is to get out of debt in 2025. It’s totally possible to achieve in a year’s time for many people.
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Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.
James P. Phelan, CPA PC
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