• We will always offer to prepare a Comprehensive Financial Plan as a regular part of our client intake process.

• By considering all aspects of your financial situation, our Certified Public Accountants and  CERTIFIED FINANCIAL PLANNER^TM professionals can help you manage your finances, develop a strategy for pursuing your goals and guide you through the personal financial planning process.

• Our multi-disciplinary team uses a comprehensive planning approach. We consider all aspects of your financial situation to help you manage your finances, develop a strategy for pursuing your goals and guide you through the personal financial planning process.

• Our Comprehensive Financial Plan will include one or more of the following topics:
  • Cash flow management
  • Accumulation and investing of retirement assets
  • Insurance planning and risk management
  • Education funding
  • Estate and Income Tax planning
  • Retirement income and distribution planning
  • Exit and retirement strategies for business owners

We always disclose and explain to the best of our ability the fees and risks associated with each investment. We strive to keep investment and transaction costs to a minimum in order to provide you with a cost efficient investment strategy.