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
pie.
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