Personal Financial Planning

These days, everybody is a financial planner. But when your money is on the line, do you really want to trust “just anyone”?

We, as CPAs, are the logical choice. Our business is finance, our expertise is in that arena – from micro to macro economics, from taxes to trusts, from investments to loans, from business planning to estate planning – our comprehensive knowledge of finances is intrinsic to our firm. And our professionals have proven track records in helping clients understand and take control of their financial lives.

What We Do

It begins simply: First, we find out where you are financially, where you want to go, and how you plan to get there. From these assessments and appraisals, we work with you to determine your financial objectives. Only when your current positions and desired positions are clear, do we begin to formulate the plan that will help you achieve your goals.

This process may be comprehensive or it may start with just the goals that are most important to you now. It may involve tax, retirement, estate, investment, insurance fringe benefits, and business continuation planning.

Recommendations are made within the context of your financial environment, your goals, and your needs. Your total financial environment will be considered. Why? Because just as your financial needs and goals are multi-faceted, so must be the approach to your plan.

Why Our Firm

As an independent CPA firm, we provide you with an objective point of view, as well as with a very broad range of financial experience, including tax, retirement, estate, and investment planning. We will always be here to review your goals and progress and to help you update your plan.

Unlike many providers, we are fee-based and do not accept commissions to support our services. That in itself ensures that our recommendations are objective.

Our professionals have one goal in mind with our Personal Financial Planning Services: to make financially sound decisions that are right for you. Everything else, all other strategies, begin with that premise.