Our Services Overview

Our firm focuses on helping individuals develop sound tax and financial strategies throughout all AGES.  We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.  Long-term relationships that encourage open and honest communication have been the cornerstone of our success. Please take the time to explore our website and the wealth of information we offer.

Advice

Our first priority is helping you take care of yourself and your family.  Whether you need help with taxes, investments, financial planning or something else, we want to be the people you and your family turn to for advice.  Our professionals' diverse backgrounds gives us the unique ability to pool our knowledge and resources and provide you with guidance specific to your needs.  Allow our team of professionals to serve as your hub for tax and financial advice.

Goals Based Planning

We believe that financial success results from having clear goals and a plan to meet those goals.  Our tax and financial planning professionals are here to help you define your goals and plan for your future.  You may only think about taxes during tax season, but tax planning should be done year-round with every major financial decision.  Unlike many other tax preparation firms, our tax professionals are available all year long to assist you with tax planning.  Similarly, many people only start thinking about financial planning and investing as they begin to approach retirement age; but waiting too long to get started can disrupt your plan.  Financial goals should be made for and during each stage of your life and should include planning for major life events such as college, the birth of a child, and retirement, as well as the inevitable life events like losing a loved one, declining health, and our own demise.  Our financial professionals are here to help you create goals and plans for every stage of your life.

Education

We believe that knowledge is freedom.  Our services are geared around educating our clients to empower them with the foundation they need to make informed financial decisions.  We educate our clients about financial concepts and products, and take the mystery out of investing, taxation, insurance, retirement income, estate conservation, and preserving wealth.  We provide our clients with access to resources and tools and stay in touch with them throughout the year with important news and information.  Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have. We'll get back to you quickly with a thoughtful answer.

Support

We offer personalized, hands-on service tailored to the needs of each individual client.  We're here all year long to support you through whatever financial challenges you face.  If you receive a letter from the IRS regarding you taxes, our tax professionals can help you with that.  If you're switching jobs or your company is changing 401k plan providers, our financial advisors can help you understand your options.  Our support also extends beyond the grave to family members and beneficiaries of our clients who have passed.  We'll help them get organized and assist with the piles of paperwork they may be facing.  If there is something we can't help you with, we'll help you find someone who can because our first priority is helping you take care of yourself and your family.