Helping you become
financially healthy and wealthy
Since 1989, we have helped clients identify what they wanted to accomplish financially, provided road maps to achieve those goals and assisted in implementing actions.
We help clients retain more of their money through:
With more than 30 years experience as a Certified Financial Planner ® and in tax preparation, we are your family doctor for your financial health and wealth.
Please contact us if you cannot find an answer to your question.
It's like planning a vacation - you may know where you want to go but are not sure how to get there. A financial planner can help set financial priorities, identify road blocks to achieving your financial goals and present action options. As your situation changes, your financial planner can provide guidance through the transition to keep you on the road to your desired result.
Most returns are simple and you can prepare them yourself. Where you run into problems is when something changes on your tax return, such as moving to another state, selling an investment, starting a business or renting real estate.
This is where errors most often occur and it is errors that draw the attention of taxing agencies. An experienced preparer can help avoid those errors while also assisting in resolving tax issues and notices. Enrolled agents can also represent you with the taxing agencies should you receive notices or letters.
You should use a tax planner:
These are just a few of the areas where actions are taken without thinking through the tax implications. The surprise arrives when the tax return is prepared and you see how much you owe!
It is never too early to get started on planning your financial future.
Tell us more about your goals, and we will get you started on a plan to achieve them.