It’s not what you make, it’s what you keep!
A good plan today is better than a perfect plan tomorrow.
We believe the financial plan should drive the investments, not the other way around!
*WE place the interests of our clients first!*WE are CPA's, Personal Financial Specialists, & Registered Investment Advisors.*WE specialize in Tax Reduction & Retirement Planning Strategies including Qualified Pension Plans.*WE are Independent Fee Based Financial Advisors.*WE integrate the entire financial picture under one roof (Accounting, Taxes, Retirement, etc. ).
A discernible & efficient planning process...are just a few value proposition assurances...that distinguishes a CPA/PFS...to that of our competition. We view our relationships as generational partnerships / family members...and strive to provide you with the highest quality planning advice.
At the end of the day..... we demonstrate immeasurable value! It's obvious. By keeping you abreast of current tax law changes, we are able to implement swiftly in minimizing your taxes and maximizing future opportunities.....year after year.
*Picture: Miami Herald, Neighbors section pg. 26, "A Mom for all seasons" Sunday May 9th 1982. Tom's Family, he's the second of twelve!
“A Good Plan, Violently Executed Now, Is Better Than a Perfect Plan Next Week.”
George S. Patton