Taxes

• Tax Planning
• Tax Services
• Income Tax

Investment

• Investment Management
  Our mission is to provide investment management services of the highest quality by establishing personalized relationships based upon trust, integrity, knowledge, and communications so that our clients may successfully achieve their financial goals.
• Mutual Funds
  We keep your costs down by using institutional-class shares of mutual and exchange traded funds not available to retail investors. We also use no-load mutual funds with minimal transaction costs. Commissions are another way that most advisers receive some or most of their income. You may pay far more than you realize as commissions are often buried (most notably in insurance products).

Accounting

• Accounting Services

Planning

• Financial Planning
  In addition to managing your investment portfolio, we provide retirement and financial planning services including analysis and input regarding your other assets, debt structure, insurance coverage, and other financial decisions you will be making over time.
• Retirement Planning
• Asset Management
  Effective asset allocation obtains the highest return possible for the least amount of risk. There is no “one size fits all” formula so we customize a portfolio for your risk tolerance and time horizon. No matter your situation or goals, proper asset allocation is a key concept in financial planning and money management. We adjust your portfolio for your life situation, but never attempt to chase the latest investment fad.