1) Service and Services
- Integrated Financial Planning (Learn more)
- Tax Prepration (Forward looking)
- Tax Planning (Control/Lower taxes)
- Financial Planning (Bring everything together)
- Investment Management (Asset allocation/tax allocation)
- Insurance (Protection with a budget)
- Technology (Our Financial Planning platform is state of the art)
- Personal Service (No big corporate big wigs to deal with)
2) Qualifications and Expertise
- Certified Financial Planner™ (Only CFP® professionals have the education, training, and expertise to bring your entire financial picture together)
- Enrolled Agent (We are America’s Tax Experts)
- Our clients benefit from saving on and controlling their taxes with our combined services.
- Our pricing is competitive and maybe less than the bigger firms.
- We can bundle our services together to save our clients money and help them keep more of what they earn.
- Discounts for employees of qualified employers and medical residents and fellows.