Our Mission

"The difference between failure and success is doing a thing nearly right and doing a thing exactly right."

-Edward Simmons

To provide the highest quality of full range professional, personal financial and tax planning advice to clients based on their personal goals, risk tolerance, investment, tax planning and investment style.

To provide a long-term perspective, unbiased, objective, self-disciplined, systematic approach to assist clients reach their financial success and independence.

To educate clients about retirement, estate, investment and income tax planning issues.

Business Planning:

  • Business entity selection
  • Business startup services
  • Tax planning strategies related to businesses

Income Tax Planning and Preparation:

  • Corporate tax
  • LLC and partnership
  • Individual tax
  • Tax planning related to individual taxes
  • Internal Revenue Service representation
  • Trust and estate tax