Services For Individuals
Do not put retirement planning on the back burner. Use a tax professional to plan ahead now, and reap the benefits later.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
Mainsail Advisor Group, LLC is a personal financial planning and investment advisory firm with in-depth understanding of the needs and concerns of business owners and managers as well as those of high net worth individuals.
We provide individuals and families with assistance in all aspects of personal and fiduciary income tax planning and preparation. Our breadth of experience and sensitivity to our clients' specific needs and circumstances gives them assurance that we can deliver personalized attention and quality service.
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.