| Services
Your
financial needs will keep changing as you reach important
milestones in your life that's why establishing a solid
relationship with Active Money Management today is so valuable.
We see your financial life with an objective eye on the
best way to grow your current assets and build new ones
to cover those unexpected events. Active Money Management
is proud to offer the following services:
Accounting
Bookkeeping, Payroll, Payroll Reports, Sales Tax Reports,
Monthly Accounting Services and Retainer
Services
Investment
Planning
Mutual Funds, Fixed Annuities, Variable Annuities, Stocks,
Bonds, and Limited Partnerships
Tax
& Business Planning
For Individuals, Partnerships, C-Corporations and S-Corporations;
Small Business start-up consulting
Insurance
VUL (Variable Universal Life), Life Insurance, Long Term
Care Insurance
Estate
Planning
Living Trusts, Charitable Remainder Trusts, Unit Investment
Trusts, and Irrevocable Trusts
Computer
Consulting
Quickbooks Set-Up, Training, and Phone Support
Estate
Planning Forms
Small
Estate Affidavit of Transfer
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