Full-service financial hub,
endless possibilities
Management
Holistic investment advisory and fiduciary services to help accelerate your growth
Let us understand your wants and needs. Then, we will address what matters most to you.
Investment &
Asset Management
Financial Planning
Risk Targeted Portfolio Construction and Monitoring
Advisory Services
Tax Efficient Portfolio Management
Investment Monitoring and Rebalance
Inheritance Support
Brokerage Services
Stocks
ADR's
Mutual Funds / ETFs
Fixed and Variable Annuities
Money Market
Municipal Bonds
Certificates of Deposit
Corporate Bonds
Term and Universal Insurance
Philanthropic Planning
Government Bonds
Individual Retirement Accounts (IRA's)
Retirement Plans
Retirement Planning
Design Employer-Sponsored Benefit Plan
Fiduciary Investment Advisors and Consultants
- 401(k)/1081.01 and 403(b) Employee Retirement Plans
- Cash Balance /Defined Benefit Plans
- Non-qualified Deferred Compensation Arrangement
IRAs
Retirement Plan Tax Efficient Distributions
Defined Benefit Plans
Non-qualified Deferred Compensation Arrangement
- IRAs
- Retirement Plan tax efficient distributions
- 403B Retirement Planning
Fully integrated tax services to help maximize opportunities and help you achieve your goals
Our tax strategists will proactively plan to identify tax savings and ensure your compliance.
Compliance
Planning & Consulting
Puerto Rico, US States and Federal Income Taxes for Individuals, Corporations, Trust, Retirements Plans
Tax Exempt business (Law 20 & 22)
Gift and estate tax
Income Tax Planning
Estate Tax Planning
Tax Credits and Incentives Decrees
Retirement Plans as tax savings vehicles
Business Establishments
Permits and Registrations
Other Preparation
& Processing
Other Tax Forms
& Requirements
Municipal and Property Taxes
Payroll Related Tax Returns and Declarations
Sales and Use Tax (IVU)
Credits and Incentives
Retirement Plans (5500 & SC6042)
Annual reports
Agreed Upon Procedures, including Law 163 report
Management
Research
Tax Notifications, Audit and Examinations,
Appeals and Collections
Filing and payment processing
Puerto Rico and Federal Tax research based on Law and Regulations
Processing
& Outsourcing
Reliable support for all complex accounting and payroll processing processes
Address your day-to-day business accounting and payroll processing challenges with the support of our group of expert professionals.
Accounting
Payroll Processing
Offsite Accounting Revision
- Bank Reconciliations
- Adjustments
- Reporting
Outsourcing (Temporary and Ongoing)
- Customer Invoicing
- Accounts Payable Cycle
- Credit Card Management
- Budget Monitoring
- Bank Reconciliations
- Adjustments
- Reporting
Record keeping
Design Accounting Standard Operating Procedures Guidelines and Manuals
Design Internal Control Systems Guidelines and Manuals
Automatic Payroll Payments, Deductions and Fillings
Direct Deposit
Compliance and Reporting
Data-driven audits you can trust to help you chart a path forward
Our audit experts transform numbers into reliable, actionable data to help you identify and address current and future challenges.
Audits
Attestation Services
Financial and Compliance
Employee Benefit Plans
Agreed Upon Procedures
Compilations
Fraud Detection
Due Diligence
Forensic
Internal
Control Systems
Design
Tests
Outsourcing
Management
& Consulting
Custom management and consulting strategies that work for you
Our financial management consulting services focus on helping your organization prioritize and execute strategic projects that can potentially deliver greater business value and efficiencies.
Managerial Consulting
Retirement Plans
Strategy
- Business Plans
- Forecasts and Estimates
- Mergers and Acquisitions
- Liquidations/Closeouts
- Business Valuations
Operations
- Cost Analysis
- Budget
- Break-Even Point Analysis
- Comprehensive Compensation
Packages Design
- Buyout Agreements
- Business Registry
Retirement Planning
Design Employer-Sponsored Benefit Plan
Retirement Plan Consulting and Management
- 401(k)/1081.01 and 403 (b) Employee Retirement Plans
- Cash Balance /Defined Benefit Plans
- Non-qualified Deferred Compensation Arrangement
- IRAs
Tailored group & individual insurance
Our highly qualified staff helps you avoid gaps and protect everything you've worked so hard to attain.
Group & Individual Insurance
Other Insurance
Services
Life
Disability
Health
Long Term Care
Cyber Liability
Business Succession Planning
- Cross Purchase Buy/Sell Agreements
- Entity Purchases Buy/Sell Agreements
- Individual Retirement Accounts (IRA’s)
Technology
Transform your business through information technology support services
Plan and implement today the technological support your business will need to succeed tomorrow.