Established in 1972

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Bringing together the best people, quality services and innovative products to assist our clients in achieving their personal, business and financial goals.

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Retirement PowerPoint Presentations

403b versus 401k

Specializing In

• Accounting and Auditing

• Business Valuation

• Construction Services

• Enterprise Risk Management

• Estate and Trust Planning

• Financial Services

• Forensic Accounting and Litigation Support

• Healthcare Advisory Services

• Individual and Business Tax Consulting

• International Consulting and Tax Planning

• KB DirectConnect

• Not-For-Profit Organization Services

• Real Estate Support Services

• Retirement Plan Consulting and Administration

Toll Free: 800.966.8676 | Phone: 941.365.4617 | 1990 Main St. Ste. 801 | Sarasota, FL 34236 | 6320 Venture Dr. Ste 203 | Lakewood Ranch, FL 34202

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