We are an independent company established in 1981. We are not owned or affiliated with any other company. We are not dependent on the sale of financial products as are many other companies.
Certified Public Accountants (CPA's)
Prior experience includes CFO's, controllers and auditors for big 5 CPA firms
Personal Financial Specialist
A CPA/PFS is more than a financial planner—he or she is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning.
Certified Financial Planner™ (CFP™ )
CERTIFIED FINANCIAL PLANNER™ marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Certified College Planning Specialist (CCPS)
Trained to help you save for college and understand college financial aid
Certified QuickBooks ProAdvisor
New installations, updates of existing software and training.
Certified Fund Specialist (CFS)
CFS certification enhances the professionalism of financial advisors through education and certification programs in a manner that fosters integrity, commitment to improvement and excellent service
Advisors may only conduct business with residents of these states and offer services for which they are properly licensed.You should consult a tax professional when applying any of these tax planning suggestions.