Our Services

Here's What We Do

We begin the process by gaining a complete understanding of where you stand financially. This involves gathering information about your assets, liabilities, income sources, and anticipated needs into the future.
We also take time to listen to what is important to you beyond the financial issues.
Armed with deep technical knowledge from many years of education and experience, we combine the knowledge of the numbers with the knowledge of your desires to help you best manage your financial affairs.

Our Areas of Focus:

Managing your personal finances continues to become more complicated.

On at least an annual basis, we consider all of the following issues for our clients:

  • Trends in Total Net Worth
  • Financial Independence Planning
  • Estate Planning and Document Review
  • Asset Allocation Review
  • Investment Performance
  • Implications of Tax Legislation

Additionally, we also can provide assistance with the following as it applies to specific situations:

  • Individual Tax Planning and Preparation
  • Accounting Services for Small Businesses and Individuals
  • College Funding Planning
  • Life Insurance Needs Analysis
  • Divorce Guidance and Planning