Our company provides financial advice and service in the following areas:

Investment Management

We manage investment portfolios for individuals and for company retirement plans. We operate on a buy-and-hold philosophy that does not attempt to time the market or trade unnecessarily. The investment vehicle of choice is no-load mutual funds, but for clients with a higher risk tolerance we can also create stock portfolios. There are nine risk levels from which to choose, ranging from conservative to aggressive.
Services Summary

Tax Planning and Preparation

We prepare tax returns for individuals, corporations, partnerships, limited liability companies and fiduciaries. We represent clients with tax problems before the Internal Revenue Service and state tax agencies including audits, appeals, negotiating payment plans and offers in compromise. Tax planning is offered in business formation and dissolution, real estate transactions, pension distributions and other specific tax questions.
Services Summary

Small Business Accounting

We offer general business accounting on a cash or accrual basis. The company produces timely financial statements and management reports and assists clients in the interpretation of financial information. Payroll services include direct deposit of paychecks, automatic payment of Federal and State payroll taxes, payroll tax preparation and employee benefit reporting. The Jung Financial Group is skilled in the design and implementation of computerized accounting systems that are tailored to clients’ needs. We are licensed Certified QuickBooks ProAdvisors.
Services Summary

Business Consulting

Over 22 years of experience advising clients on accounting, taxes, start-up concerns and general business advice makes us uniquely qualified to assist business owners with problem solving. ESOPs (Employee Stock Ownership Plans) are a particular area of expertise.
Services Summary

Family Advice

Our company has been providing financial advice to clients since our inception.. Both principals are CFP`s and have extensive experience in assisting individuals and families achieve their financial goals. We offer advice in financial planning, estate planning, tax planning, insurance issues, investments, retirement and college planning.
Services Summary