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.
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.
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.
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.
What is my risk tolerance?
This questionnaire will help determine your tolerance for investment risk.