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Client Centered

Our firm specializes in helping individuals develop tax-smart retirement and wealth management strategies. By working with a tax-focused CPA, the focus is on developing sound planning strategies that allow you to keep more of your hard-earned money through our expertise in the area of income tax. If you are retired – or approaching retirement – please take time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about tax-smart financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on tax-smart money management, as well as other issues that are critical to your financial well-being.

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...

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