We are a unique financial services firm. Instead of paying for services individually, we charge one low annual fee that gives you access to all of our services for a year.
- TAX PLANNING
We help you leverage your assets and align your financial goals with the most tax-efficient plan possible. We establish an ongoing relationship with all of our clients; and include both a year-end planning session and an in-depth tax interview.
- RETIREMENT PLANNING
Whether you need a simple plan to know how much to save for retirement, or you have specific retirement goals, we can create a customized plan for your unique goals and situation.
- EMPLOYER RETIREMENT ADVICE
If you have a retirement plan through your employer, we recommend ways to allocate your assets among the available fund options and review it regularly.
- AUDIT INSURANCE
If your tax return is selected for examination, we will represent you for the duration of the entire process to ensure your peace of mind.
- CORRESPONDENCE SUPPORT
If you receive a letter or phone call regarding your taxes, you may opt to have us handle it on your behalf.
- ONGOING SUPPORT
We address your tax or financial questions as you need them. It is our policy to return your call or email by the end of the following business day.
COMPLETE SERVICES FOR ONE LOW FEE