Services
We specialize in investment management, financial planning and small business consulting. We maintain strategic alliances with other CPAs, insurance agents, attorneys and other professionals and are happy to coordinate their work if needed. Our consulting services are more oriented to working directly with the business owner in developing his/her strategic plan for growth, succession planning or assisting with an exit strategy.
Client Services Include:
- Wealth Management
- Financial Planning
- Retirement Planning
- Asset Allocation
- Estate Planning
- Tax Planning
- Small Business Planning
- Small Business Retirement Plans
Our client base reflects the range of our expertise, and includes:
- Individuals
- Retirees
- Small Business Owners
- Professional Athletes