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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Our Services

PROFESSIONAL & FINANCIAL SERVICES

 

              

Business Services
Accounting
Auditing
Financial Statements
Litigation Support
New Business Help and Start Up      

 

Tax Services
Tax Preparation & Planning
IRS and NYS Representation
Collections, Levies & Offer in
 
C
ompromise Matters
Estate Tax Returns & Administration
Out of State Tax Returns
Unfiled Tax Returns

 

Financial Services
*
Annuities
* Financial Planning
* Investment Planning
* Strategies for Wealth 
Accumulations
* Pension Administration
* Pension Plan Rollovers
* IRA's
* Keogh
* 401K Plans
* Retirement Planning
* Estate Planning
* College Funding

*These services are offered by Lanny J Weisman through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck