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ealth & Tax Planning

 

Tax Compliance and Consulting – Rutherford Consulting Group offers traditional tax return and estimated tax payment services for individuals and businesses.

Financial Planning – Helping individuals and families know what their overall financial picture is today will allow them to plan better for the future.  Having a base line from which to plan, and from which to do an annual assessment of progress is key to the process.  Too many people don’t know what they have and/or don’t know how to effectively use what they have.  Developing a financial plan can start the thought process on educational planning, retirement planning, charitable planning, estate planning, and intergenerational planning.

Wealth Management – In association with Gratus Capital Management as an investment advisor representative Scott is able to offer investment management services.