Financial Advisory

Our financial advisory services can be provided on a stand-alone basis for most individuals, but are most effective when provided as a comprehensive package in conjunction with other accounting and tax services for the individual and their business, if applicable, as described on this website.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.  We can also perform a comprehensive independent calculation of the investment returns of your investment portfolios for comparison with any variety of published indexes or other investment alternatives.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.