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Robert L.
Friendly, doesnt waste time. Gets to know you first.
January 15, 2020
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Anonymous
Very knowledgeable and listened to my specific financial needs.
January 08, 2020
Frequently asked questions
What is your typical process for working with a new customer?
Very simple approach in which the customer and I interview each other to see if we are a right fit for each other. If we are, then we agree on what services the customer would like us to perform. Usually summarized in 3 sterps.
1) Initial Meeting, Planning and Data Gathering
2) Financial Plan Development
3) Implementation.
What education and/or training do you have that relates to your work?
I have a B.S. in Finance, M.B.A. 22 years of Corporate Finance, Certified Accountant, Adjunct Accounting and Finance and I am a Chartered Retirement Planning Counselor.
Services offered
Individual Tax Preparation