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Financial Planning Services

Plans for Success 

Plans for Success 

Financial planning and providing for your financial future can be puzzling. There are endless options and a variety of products and services to choose from. With our knowledge and experience, we can help you determine a plan of action that will address your unique needs.

A CPA who is also a Personal Financial Specialist (PFS) will give you the tools to make informed decisions and plan for the long term. A CPA/PFS provides extensive tax experience and comprehensive knowledge of financial planning.

This knowledge is critical to obtaining the most valuable, objective advice possible. All investments have tax implications, and the CPA/PFS has the experience, ethics and knowledge to get the job done right.

Call us today for an appointment to learn about how we can help you put your puzzle together. We look forward to hearing from you soon!

We offer the following strategies:

As a provider of Fiduciary Services we will:

  • Ensure that the interests of our clients are placed before our interests
  • Fully disclose to clients the material facts regarding any conflict of interest
  • Exercise the utmost and undivided loyalty to our client
  • Recommend suitable investments to our client
  • Treat each client fairly and perform services for them, including trading their accounts in an equitable manner

Investment Portfolio Analysis

  • Provide us with your most current financial statements and we will evaluate and explain the advantages and disadvantages of your investments and the full range of investment options available to you.

Retirement Income Analysis

  • Supply us your most current savings, investment, and Social Security or PERA statement and we will create a plan to try to address any shortfall between retirement income and expenses.

Income Tax Planning

  • With copies of your most current tax returns, we can:
    • design strategies to help reduce your taxes
    • clarify the impact of current tax law
    • Identify long and short-term tax consequences of your spending, investment and other financial decisions
    • Advise you on the steps you can take to help reduce your future tax liability

Insurance Risk Assessment

  • Provide us with the copy of your current insurance policies and we can evaluate any potential insurance risks that you may face personally and/or professionally as a business owner.


Thank you!