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Our Service Approach

All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

We understand, no one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. In our approach we learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We then, design a comprehensive financial plan for you to help pursue your best financial life.

Wealth Management

Wealth Management

Do market fluctuations make you nervous? Do you find it hard to know whether you're getting the most out of your investments?

At our firm your confidence and investments matter. As both a CPA/PFS and a CFP®, we have a competitive advantage in building strategies that are designed towards getting you the most from your investments. We use the latest technology to review your portfolio performance, risk management, and tax efficiency to pursue your objectives.

As your family, work, life, and priorities change - we provide you guidance along the way, to ensure your portfolio aligns with your future goals. We want to get you the most from your investments, so you can have peace of mind and focus on what's important to you.

Tax Planning

Tax Planning

Nobody likes to pay more taxes than they need to, and that's where we come in. As both a CPA/PFS & CFP®, our firm is focused on the synergy between tax planning and wealth management. Our team can help you find ways to reduce your tax burden and keep more of your hard-earned money.

We take a comprehensive approach to tax planning that includes your entire financial picture. By viewing decisions through a tax-aware lens, we can help you make the most of your resources. Let us help you build a legacy for you and your loved ones.

Charitable Giving

Do you want to make the world a better place while also protecting your assets? We specialize in creating giving plans designed to benefit you while also funding causes that are meaningful to you. The best part is that you are in charge of the charitable giving. Support the organizations that align with your values. Give to charities whose work you admire. Make the most of your money.

Financial Planning

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Our firm specializes in helping individuals and businesses develop sound financial plans. We design financial plans specific to your goals, values, and resources, to streamline your path to financial success.

We use technology to our clients' comfort level and advantage – our financial fact finder and risk questionnaire may give us a clearer picture of your money mindset, and allow us to understand how you think about money and your life; it is important to know about short- and long-term goals in order to design a strategy that allows for flexibility and change when it is needed.

Education Planning

Are you ready to start saving for your children's education? Deciding on the tools to start saving for your child’s college tuition can be overwhelming. We'll guide you through your education planning options, as well as any options that may adversely impact your retirement planning, and vice vera, so you can make informed decisions.



Do you know how much coverage you need? Are you paying a fair rate? Do you have the proper type?

Insurance is not a one-size-fits-all answer. We'll help you figure out the appropriate amount for your specific asset accumulation, protection, and transfer goals. Life, disability, and long-term care insurance can help ensure your level of protection aligns with your goals.

Knowledge Is Power 

We believe in educating our clients on the latest financial concepts and products. We take the mystery out of finance.

Wealth Management


Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

Education Plans

Estate Plans

Charitabe Giving Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Tax Planning 

Relocation Tax Issues

State Tax Return Preparation

Representation Before the IRS

Tax Return Preparation

Individual Tax Preparation and Planning

Business Start Up, Counsel and Corporate Taxes

Small Business Accounting Services

IRS and State Tax Audits

Income, Gift, and Estate Tax Returns

Ready to take the steps towards your best financial life? 

Schedule an appointment
What is my risk tolerance?

What is my risk tolerance?

This questionnaire will help determine your tolerance for investment risk.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (630) 960-1368

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