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Financial Planning Services

Our firm's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of financial products and services.

Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients.

The keys to our firm's success are our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our associates' credentials, experience and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients.

We look forward to helping you take control of your financial future.

AXA Advisors Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:

  • Retirement Planning
  • Business Planning
  • Estate Conservation Strategies
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • Disability Income and Other Insurance
  • Long-Term Care Insurance
  • 401(k) and other Company Sponsored Plans
  • 403(b) Plans
  • Asset Management Accounts
  • Mutual Funds
  • Money Markets
  • Traditional and Roth IRAs
  • Wrap Fee Accounts
  • Brokerage Accounts
  • 529 Plans
  • Deferred Compensation Programs
  • Buy-Sell Plans
  • Non-Qualified Retirement Plans
  • Life Insurance for Key Persons
  • Asset Allocation Strategies

More info you can visit http://www.lakeshorepg.com/

"Thank you so much for all your wonderful assistance & expertise. You were so helpful and efficient, and helped me through a nerve racking process."
Ravi Jaiswal, California

Benefits with BTF

  1. Professional services at reasonable price.
  2. Option to compare/know the summary at no cost in 24 hrs.
  3. Round the clock Customer Support & assistance.
  4. Personal care on Individual return.
  5. File the return in Simple steps.
  6. Professional Assistance (error free tax return).
  7. Free assistance for last 3 years tax returns.
  8. 100% data security.
  9. Early bird discount for early registration.
  10. Referral bonus.
  11. Payroll and w4 assistance.
  12. W7 assistance.
  13. FBAR and FATCA assistance.
  14. Suggestion and representations to the IRS Query.
  15. Advance tax planning
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