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Wealth Management

Your future is important to us. Your dreams and vision are the major focus of our relationship with you. Having a plan in place to help you to realize your goals is what we work with you to accomplish.

Our approach is to work closely with you to identify your goals and objectives and determine what you need to do in order to reach them. Since income taxes play such a substantial part of all financial decisions, as CPA and Financial advisers, we are uniquely positioned to advise you and help you plan so that income taxes do not take an unexpected portion of your finances.

Once you have determined where you want to go, we work with you on a plan to help you get there. You may want a retirement filled with travel or time with grandchildren. Maybe spending time developing your artistic side or volunteering is your ideal retirement. Maybe starting a business or helping your children through college is your objective. You may be interested in estate planning so those you leave behind are well taken care of with minimal tax consequences. You may be unsure of how much life insurance you really need and for how long. You may be wondering if you should consider long-term care insurance. We want to be there as your partner to advise you in the best way(s) to accomplish these goals and dreams.

After we have implemented your plan, we meet with you to monitor not only your investments, but changes in your life that may affect your goals and dreams as this may require changes to your portfolio.

As CPAs we have extensive financial and tax expertise, even before we add the Financial services training and experience, and we use this knowledge to provide you with complete, holistic financial advice. We truly believe that the powerful combination of the Certified Public Accountant and financial adviser gives you the best of the best when it comes to planning for your future.

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