Insurance Analysis

Mary Wilson Keener, PC offers a review of your current life, health, disability and long-term care insurance policies and risk coverages. We will offer opinions about the plans you have in place now. If changes are recommended, then you are provided options and illustrations of alternative plans for your consideration. We have an independent insurance agent on staff who has access to help you purchase policies from many different insurance companies. Let us help you decide how you want to cover life’s risks.

• Tax Preparation and Tax Planning
• Bookkeeping
• Software Installation & Training
• Payroll Preparation & Payroll Tax Reports
• Employment Benefit Plans
• Management Consulting
• Business Plans
• Budgets & Forecasts
• Financial Planning
• Insurance Analysis
• Investment Portfolio Management
• Retirement Planning