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Personal financial specialists, provide tax and financial planning services to individuals as well as small businesses.
Some of the services offered:
- Comprehensive Personal Financial Planning
- Investment Planning
- Retirement Planning
- Estate Planning
- Insurance Planning
- College Planning
- Personal and Business Tax Returns
- Estate, Gift, and Trust Tax Returns
- Tax Planning
PRACTICE GOALS
My practice goals are to help individuals and small businesses solve financial problems, minimize tax burdens while complying with regulations, maximize financial independence, invest wisely to enhance personal net worth, fund college education for their children, enjoy retirement years, and pass on accumulated wealth to loved ones in the most efficient and caring manner.
FEES FOR SERVICE
I am a fee only CPA financial planner. I do not sell any products. I do not accept fees or commissions from any firm or other professionals that may work with me to achieve your financial goals. My fees are fully disclosed.
