Investment Portfolio Management

Mary Wilson Keener, our senior consultant, offers personal investment portfolio management services through Money Concepts Capital Corporation, where she is a registered representative. She offers plans for personal savings or retirement plans, including IRAs and SEPs. She has had several years of experience in creating investment plans and can help you develop a diversified portfolio to take advantage of many different types of investments and thereby enhance your opportunity to accumulate wealth.

• Individual Tax Preparation
• Business Tax Preparation
• Tax Preparation for Estates and Trusts
• Texas Franchise Reporting
• Texas Sales Tax Reports
• Federal, State & Local Tax Issue Resolution
• International Tax Assistance
• Tax Planning for Individuals
• Bookkeeping
• QuickBooks Installation & Training
• Payroll Preparation
• Payroll Tax Reports (941, 940, TWC, W2s)
• Preparation of 1099 forms
• Employee Benefits Counseling
• Business Analysis and Solutions
• Budgets & Projections
• Customized Financial Future Plan
• Insurance Review & Analysis
• Creating an Investment Strategy
• Retirement Options