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Tax Reduction

It’s not what you make, it’s what you keep!

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Retirement Planning

A good plan today is better than a perfect plan tomorrow.

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Financial Planning

We believe the financial plan should drive the investments, not the other way around!

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What Sets Us Apart...

For almost 30 years we have placed the interests of our clients first!

WE are CPA's, Personal Financial Specialists, & Registered Investment Advisors.

WE specialize in Tax Reduction & Retirement Planning Strategies.

WE are Independent Fee Based Financial Advisors.

WE help Individuals & Businesses make more sense of their finances. We integrate the entire financial picture under one roof.

We Want You To Be Part Of The Family!

Expertise. Peace of mind. These are the things that you can expect a competent CPA to provide. We view our client and CPA relationships as ongoing partnerships and strive to provide you with the highest quality and up-to-date tax advice.

At the end of the day..... we demonstrate value! We keep you abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Big or small.

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"The great pleasure in life is doing what people say you cannot do." 


Walter Bagehot

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