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Personal Financial Planning and Investment Advisory Services

Our mission is to assist our clients in the creation, preservation and enjoyment of wealth. Accordingly, as a part of our overall service to our clients, we offer financial planning in the areas of income tax planning, estate planning, retirement planning, investment planning, risk management, cash flow planning, educational planning and budgeting.

For those clients who desire one-stop shopping, we offer investment advisory services through our affiliate, Compass Financial Consulting, LLC, with which we share office space, personnel, resources and common ownership.

Many of the clients who utilize our tax and accounting services have a long-standing relationship with another financial planner or investment advisor. In these situations, we work closely with such other advisor to coordinate our efforts on behalf of the mutual client, focusing our efforts in our core competencies of tax and accounting. Also, where appropriate, we refer clients to money managers and other financial planners with whom we have working relationships.

In order to preserve our independence and objectivity, we do not sell any financial products nor accept any commissions or referral fees.