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TAX SERVICE(FILING AND REPRESENTATION)

THIS SERVICE IS PROVIDED ONLY TO FINANCIAL PLANNING CLIENTS. WE PREPARE AND FILE INDIVIDUAL AND SMALL BUSINESS TAX RETURNS.

risk management/INSURANCE PLANNING

THE DEFINITION OF INSURANCE IS "TRANSFER OF FINANCIAL RISK". This service is provided and guided by the outcome of your financial plan. We do not provide this service to anyone without The COMPREHENSIVE financial plan.

Investment management

This is a fee based asset management service guided by your financial plan.

WE use dimensional Funds, ETFs, and mutual funds to create your portfolios.

The face to face accont review meeting is held at least once a year, but twice a year is highly recommended.

 

Comprehensive Financial Planning

This service is provided for all clients at no additional fee.  The plan may include any or all of the following: cash flow management, retirement, tax, investment, risk management, and estate planning. We feel this is the most important first step.  The plan is reviewed at least annually or more often when there is a life changing event.

 

Our Services