Broker Check


Integrating Tax Planning Into Your Financial and Business Strategy

We integrate tax planning into all of our services.  Now more than ever, numerous tax law changes and planning opportunities need to be considered when making your most important business, financial, and investment decisions.

Are you receiving investment advice from someone who does not prepare your business and personal income tax returns?

Considering a business transaction or growth strategy?

We ensure a tax-efficient approach to all planning decisions.  Contact us to discuss your situation and find out how we can help. 

Your Business Advisor with a CPA's Perspective

Are you are a dental or medical professional or business owner considering a practice or business purchase, startup, or sale transaction?

You need an advisor in your corner that knows how to measure the value of the opportunity in light of your goals.  We also consider tax strategies that can add significant value to business transactions.

We can help with your key business decisions to ensure that the strategy you choose is the right one for you.  Contact us to find out how.

Financial Plans that are Truly Comprehensive

We believe that financial planning is more than just saving for retirement.  In fact, our financial planning service goes way beyond just measuring what you need to accumulate for retirement.  We analyze your business and personal activities in order to identify efficiencies and find opportunities to actually create more savings!  We do this by evaluating your business structure, tax strategies, pension planning, and choice of business entities and making recommendations tailored to your individual goals.

We provide independent advice and do not accept commissions or kick-backs from other professionals so that you can trust that our focus is always on you and doing what is in your best interest.

Already have a tax preparer and/or investment advisor?  We can work with your team to implement our financial planning advice.  Our comprehensive approach will fill in the gaps where needed to make sure you are not leaving money on the table.

Contact us for a complimentary evaluation to find out if you might benefit from our financial planning service.

Investment Strategy for Today and Tomorrow

We develop an individualized investment strategy for you that is tailored to your goals.

We do not accept commissions, load fees, or 12B-1 fees in exchange for recommending any investment.  We only receive fees from you, so you know that our recommendations are in your best interest. 

Contact us for a complimentary portfolio review and find out if our investment planning can help.