Broker Check

A Partner and Guide
for Your Tax Planning Needs

What do you
specialize in?

Our firm specializes in helping individuals develop sound retirement strategies. The building blocks of a sound retirement strategy are best when started early but it is never too late to fine tune the plan for your later years. If you are approaching retirement – we available to offer a second opinion.

What do you
hope to accomplish?

We want to develop a long-term, trusting relationship with you. We look to accomplish this by placing great importance on your questions and concerns. Your agenda is our agenda.

What are you
passionate about?

We have a passion for excellence, offer uncommon service, and place great emphasis on accountability. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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Contact Us
We Want to Hear
From You

Get connected with our team and take the first steps on your journey.

Mon: 9:00am - 5:00pm
Tue: 9:00am - 5:00pm
Wed: 9:00am - 5:00pm
Thur: 9:00am - 5:00pm
Fri, Sat, Sun: By appointment

Thank you!