Term Life Insurance for a maximum of 35 years

- Can be renewed once time is up

- Cheaper than Whole Life Insurance

- More Death Benefits for less monthly premium

- Riders can be added and premium is subject to change.

Individual Retirement Accounts

- Roth IRAs 

- Traditional IRAs 

- 403(b)

- Annuities

If you had a 401(k) or another qualified retirement account with another bank or financial institution, we can help you rollover or transfer that balance with us.

College Accounts for individuals under the age of 18

- Custodial Account for a specific Student at a time

- Section 529s

- Coverdell

- UTMA

- UGMA

These can be transferred to other students if the current student does not need it or chooses not to use it for college.

Tax planning and compliance are more complex and important today than ever before. Weygandt, Nesarajah helps clients reduce their tax exposure by developing effective tax strategies. With a comprehensive knowledge of Federal, State and Local tax laws and regulations, we can assess alternatives and recommend tax saving initiatives. We help clients achieve tax advantages throughout the year with careful planning as well as timely filing of tax returns and, when necessary guidance through an audit.

Weygandt, Nesarajah is an accounting firm offering a full complement of accounting, auditing and tax services. We develop unusually close working relationships with clients and apply our resources to meeting their financial management needs. We at Weygandt, Nesarajah adhere to a simple philosophy; know your client and know your clients businesses. In addition, we ensure that we understand our clients’ decision making and operating styles, so we are able to interact with maximum effectiveness.

We are sensitive to the financial dilemmas posed by the need to provide for the care of children, the elderly and other family members. In close collaboration with a client’s legal counsel, insurance agents and bankers, Weygandt, Nesarajah works to develop and implement financial strategies that produce lasting security and value for our clients’ families.

Generating Sensible Estate Planning Solutions
Weygandt, Nesarajah & Company has extensive experience developing sophisticated estate plans for wealthy individuals and families. These plans are designed to reduce potential tax burdens within the context of the client's overall estate-planning objectives. We use sophisticated planning vehicles tailored to each client, including specialized trusts, family-limited partnerships, limited liability companies, and private charitable foundations.

The Trusts and Estates Section is primarily responsible for assisting individual clients and families in achieving their wealth transfer and estate planning objectives. The Trusts and Estates Section provides uniquely integrated and comprehensive income, fiduciary and transfer tax advice to its clients that takes into account the current and projected changes in the tax laws affecting our clients’ planning.

Our Accounting & Bookkeeping Service is designed to provide comprehensive financial management solutions for businesses. With our expertise in accounting and bookkeeping, we ensure accurate record-keeping, timely financial reporting, and adherence to regulatory requirements. Our service is flexible, accommodating on-site, mobile, and virtual appointments to meet the unique needs of our clients. By entrusting your accounting and bookkeeping tasks to us, you can focus on growing your business knowing that your finances are in capable hands.

Book your first FREE 20 min Financial coaching session with Iyesha J!  We will tailor your first free session to assist you with the following:

- Defining your current financial goals (savings, investing, debt pay-down, etc) and getting a clear picture for what you hope to achieve as far as personal finances go

- We will discuss Budgeting Strategies to help you meet set SMART (Specific, Measureable, Attainable, Realistic , Timely) goals over a planned time frame

-Action steps that you can follow immediately upon ending your first session.

This session is tailored for individuals who have completed their first Free 20 min Session with Iyesha J. This session is for clients who are ready to take control of their personal finances and need a more personalized structure tailored specifically to them and their financial situation. This session is highly recommend for individuals who need assistance with the following:

Paying off  student loans or credit cardsBuilding up savings and/or a solid Emergency fund (6-12 months of expenses)Building better spending habits overallGetting out of the cycle of living paycheck to paycheck 

 These sessions will occur over an agreed upon time frame for which you will gain the following :

Personalized budgeting strategy created specifically for YOU in order to assist you in meeting your defined financial goalsBi-weekly 1 on 1 coaching calls with Iyesha J Month to month financial breakdowns, ratios and in-depth analysis of personal spending, debt, and savings.Money behavior and mindset transformationIncreased Awareness of basic financial concepts, and pro tips to help you build a solid financial foundation.

Premium Economy is somewhere between Economy and Business Class., it's Premium!  Set an appointment for your complimentary initial consultation.  This lets us understand your unique travel style and preferences.  During this initial consultation, your Travel Advisor will advise what professional fees would apply and the amount.  You decide if you want to move forward.  Please see The Way We Work for more details.

If you are new to MGA Travel, please complete this intake form.  Your initial consultation is free. Thank you!

For Example: group trips with Seasons, Lakeside, Prince Creek, Grande Dunes, Cresswind, Linksbrook, Tuscany, etc...or you want to create a new travel club or group trip for your neighborhood!

You want to join or discuss one of our Shag Cruises (state dance of SC), SOS at Sea cruises, or Winter Heart Group Cruises!

Effortless Payroll Management: Tailored to Your Schedule

Welcome to Optimum Financial Services, your partner in hassle-free payroll management. Our Business Staff Payroll Services adapt to your preferred weekly, biweekly, or monthly schedule, ensuring seamless payments while handling all quarterly and annual payroll tax filing requirements.

Service Features:

Customized payroll services aligned with your chosen frequencyStreamlined payroll management tailored to suit your business needsReliable support ensuring accurate and timely staff paymentsHandling of all quarterly and annual payroll tax filing requirements

Experience seamless payroll management tailored to your schedule. Whether it's weekly, biweekly, or monthly, our services cater to your business's specific payroll needs while ensuring compliance with all payroll tax filing obligations throughout the year.

Ensure timely staff payments and compliance with payroll tax filings without the hassle. Schedule your Business Staff Payroll Services today at Optimum Financial Services.

We are committed to simplifying your payroll processes according to your chosen frequency while managing all payroll tax filing requirements.

Comprehensive Business Development Consultation

Welcome to Optimum Financial Services, where our Strategic Tax Planning Consultation extends beyond tax optimization. Our service goes the extra mile by not only refining tax strategies but also laying the groundwork for your business's financial future.

Service Enhancements:

Monthly and Annual Budgeting: We assist in creating meticulous monthly and annual budgets, ensuring financial clarity and foresight for your business's fiscal health.

Goal Setting Plan: Our consultation includes crafting a goal-oriented plan, aligning financial targets with your business's aspirations for growth and success.

Business Plan Foundation: We help in developing the foundational elements of a business plan, providing a framework to guide your business's direction and strategies.

Strategic Tax Planning: Alongside these enhancements, our service maintains its focus on strategic tax planning, ensuring optimal tax efficiency for your business.

Your Holistic Business Partner: Experience a comprehensive approach that extends beyond tax planning. Our service is committed to nurturing your business's financial well-being and long-term success.

Connect with Us: Schedule a consultation at Optimum Financial Services today to embark on a holistic business development journey that sets the stage for your business's financial prosperity.

We are dedicated to providing comprehensive financial strategies and support, guiding your business towards its goals and sustainable growth.

DG Advisors have arranged a special "second look" offer for CVG Employees and DG Tax. If you'd like a second opinion on your last tax return to see if any deductions were missed, bring your last tax return to your financial meeting and for the discounted fee of $65, a DG Tax CPA will review your tax return and return it with recommendations in time for your next DG Advisor financial meeting. Should you choose to have DG Tax prepare your 2018 tax return, the review fee will be applied to that cost. After you have received your recommendations, you can schedule your one on one appointment with a DG Tax CPA to discuss further steps.

Take the stress off when preparing your budget. Add the ease of Budget Coaching as we equip you with the education needed to be successful. Get help calculating your income accurately, adding expenses to your budget tracker and discuss ways to cut back expenditures if you are faced with a deficit and learn ways to add extra income. We will dedicate up to an hour getting your budget just right so that you may achieve your financial goals.

Credit Guardians, prepares an in-depth credit analysis to calculate and indicate areas of improvement for your credit score. With our specialized programming, we prepare customized plans tailored to your unique situation to improve current credit score in as little as 30 days! With a one-time fee of $50.00, we can start the process to creating financial freedom and guarding your newly acquired credit with our many service options.

Schedule a FREE consultation with one of our Specialists and review your options for Student Loan Consolidation, Loan Forgiveness or Lower Monthly Payments. YOU HAVE OPTIONS! First step, enroll for credit monitoring service at bit.ly/CGMonitor.

Phone call consultation