Our Services
Holistic Financial Planning with a Focus on Taxes.
It's not just what you make, it's what you keep.
Our method relieves you of the burden of hiring outside tax services, leaving you with more time to focus on the more important things in life.
We believe the synergy of tax planning, as part of holistic financial planning, helps keep more money in your pocket. Working together with a Certified Financial Planner™️ Professional and an Enrolled Agent (EA) tax specialist, we offer Fee Only Financial Planning and Tax Preparation under one annual retainer.
We can help you with:
Tax Planning - review returns, annual planning
Tax Preparation - prepare & submit returns, including all businesses, trusts, estates etc
Retirement Planning
Social Security and Medicare Planning
Risk Management/ Insurance Review
Employee Benefits/Retirement Plan Review
Employee Compensation - RSUs, options, deferred compensation
Estate Planning Review - will, trust, healthcare, beneficiary designations
Cash Flow Analysis
Investment Management
Real Estate Analysis - home(s), invested real estate
Alternative Investments - private real estate, credit, equity
College Planning
Major Purchase Planning
Business Consulting - formation, tax planning, transition
Contact Us
Let’s grow your wealth TOGETHER.
