We provide comprehensive financial planning to our
clients. While tax preparation and planning is a big
part of that, it's only one piece of the
As financial advisors, we work with families to help them achieve their financial goals. One main goal of our client families is often the long-term, prudent accumulation of wealth.
Because we are planners, we take into account all aspects of our clients' financial lives. Our mission is to help clients grow retirement incomes they cannot outlive, and incomes that rise as the cost of living rises. We construct a plan with the goal of providing funding for the education or their children and grandchildren. We strive to provide solutions for their family's financial protection, so that if a breadwinner dies prematurely, the family's financial life isn't fatally compromised. We help them endow wealth to the future generations of their family.
And, of course, we help them do this in a tax efficient manner. We strive to provide quality, up-to-date tax return preparation and financial planning services. We keep abreast of current tax laws throughout the year with the goal of minimizing your tax liabilities and to maximize your future opportunities.
We view our relationship with each of our client families as an ongoing partnerships, and we strive to form lasting relationships with each of them--providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.
List of Services:
· TAX PLANNING AND RETURN PREPARATION
· FINANCIAL PLANNING SERVICES
· MUTUAL FUNDS/ IRAs/ ROTH IRAs
· SYSTEMATIC INVESTMENT PLANS
· INVESTMENT CONSULTING
· RETIREMENT PLANNING
· ESTATE PLANNING (no legal advice given)
· LIFE INSURANCE
· LONG-TERM CARE INSURANCE
· COLLEGE PLANNING
· PRIVATE OFFICE CONSULTATIONS
· EXPERIENCED PROFESSIONALS
· REASONABLE PRICES
· OPEN YEAR-ROUND
· TAX AND FINANCIAL PROFESSIONALS