What we do
Financial Advisory
Unlike many investment advisers, we are planners first. Each of our advisers is a Certified Financial Planner practitioner. As such we see our responsibility as more than just managing your money. We take a comprehensive view of your finances to integrate all the aspects of your life to develop a long term plan to accomplish your goals.
Financial Planning Services:
Needs analysis and goal setting: Whether you are preparing to retire, or trying to send kids to college, we can help you with a plan.
Retirement income planning: Developing a retirement income plan that integrates social security, investments, pensions, and taxation is our specialty.
Estate planning: In conjunction with a qualified attorney of your choice or recommended by us, we help you put a plan in place to ensure you and your family are prepared for any eventuality with a minimum lost to taxes or probate expenses.
Tax Services
As your tax advisor we will complete and file your state and Federal income tax returns. We will use tax planning strategies to help you find ways to save more in taxes and minimize the impact of taxes in the future.
We will represent you in case of an audit with the IRS. We make audits as painless as possible. If you receive a notice from the IRS or state department of revenue, don’t panic. Call us first and we will do the rest.