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Customer Information

WHAT WE DO

FINANCIAL PLANNING

No matter what your financial goals might be, we’re here to help you reach them.  Every one of our clients is unique, and we focus on working with you to develop a financial plan customized to your life.  Beyond investment rate of return, we also look at your estate planning, insurance planning, and tax situation to determine the best and most efficient path forward.

This plan serves as the centerpiece of our relationship, and we measure our success on your success in reaching your financial goals.  Each relationship includes financial planning, investment management, individual tax preparation, and unlimited consultations throughout the year at no additional cost.  We want you to work with us on an ongoing basis without worrying about getting an invoice for every call or meeting.

ACCOUNTING & TAX

For over 30 years, we’ve been advising and preparing tax returns for individuals and small businesses. Part of our staff is dedicated solely to accounting and tax preparation, and we pride ourselves on our extensive knowledge and experience. Whether you have a simple return or own multiple businesses, we’re ready to help.

In addition to tax preparation, we also serve as part of the accounting staff for your small business. From simply reconciling bank accounts to serving as an outsourced CFO by paying bills and sending invoices, we want to help you focus on what you do best and leave the accounting to us. We’ll help you design a system that best suits your needs, and frees you up to run the business rather than simply keeping the books.

LET US LIFT YOUR FINANCIAL BURDEN, SO YOU CAN FOCUS ON WHAT’S TRULY IMPORTANT IN YOUR LIFE.

INVESTING

As your financial advisor, we take our independence seriously. We design our portfolios based on what makes sense for you, without any corporate agenda. We use no-load mutual funds and exchange traded funds to keep costs as low as possible, and have the flexibility to make changes to that portfolio without unnecessary cost.

Every client is different, and each portfolio is a reflection of not only your risk tolerance, but also your long term objectives. Part of our firm culture is centered around tax planning, and we spend a great deal of time ensuring that each investment is in the proper type of account to keep your tax burden as low as possible. We work with you every step of the way, from accumulating wealth prior to retirement to designing tax-efficient strategies for withdrawing it once you get there.

Most importantly, though, is to integrate your investment strategy with your overall financial plan. Your estate planning, tax strategies, and even your insurance situation can impact the proper portfolio for you. Our goal is to work with you to develop not only a great investment portfolio, but an overall plan toward financial happiness.

INSURANCE

Nothing can derail a well-thought-out financial plan like an unexpected death or disability.  Protecting what you have, providing for your loved ones, and providing peace of mind in the event that long term care is ever necessary are all important parts of your financial journey.  We review what you may have now, and suggest those coverages that we feel are necessary in your unique situation.

BUSINESS CONSULTING

Whether you’re just starting out or are looking to maximize the efficiency of your business, we’re here to help. Our advisors can assist you with everything from determining the proper entity type, to implementing a streamlined and secure accounting system. We focus on making your business processes as effective as possible so that you can focus on the creativity and vision that are the keys to growth.

ESTATE PLANNING

Proper estate planning means having the right documents in place to minimize taxes, ensure that your assets pass to the proper heirs, and to maintain the proper flexibility during your lifetime. We work with a number of attorneys who specialize in estate planning to do just that. While everyone’s situation is different, estate planning is crucial for all of us.