About
We act as a finacial physician-treating every area of the clients financial condition! We work on a time based foundation to establish a plan and then make recommendations on where to go to implement the plan. We provide conservative products and recommend others that handle market-based products.
The satisfaction of helping people get on the right path for their financial success. As an accountant and tax professional I have seen too many people flounder when it comes to their financial success. I know what it takes to come through financial difficulties that cause one to work past their planned retirment age. Debt is the #1 casue of failure and it condemns one to an unstable future, which is not a good place to be in.
Reviews
Norm R.
Frequently asked questions
What is your typical process for working with a new customer?
We interview the prospective client to see if they are committed to working on a complete process to achive a real financial goal. Once we determine they are committed they will need to fill out a detailed financial and life overview so we can utilize the resources we have to create arealistic plan for the to succeed. We work with them through each segment of their plan until they are comroftible enough to gain control of their spending habits and saving habits. After that we do periodic check-ups depending upon what we have designed into their plan. We are with them for life.
What education and/or training do you have that relates to your work?
As agraduate accountant that has worked in private industry for 14 years and practiced independently since 1984 we have a vast background in business and personal situations and circumstances that lend themselves to assisting clients that are in various life situations and circumstances. We hold licenses in Real Estate, Life and Health Insurance and have worked in mortgages and various areas of the financial industry. We provide our accounting clients with access to our cloud server and accounting software and assist them in their business growth. We provide professional tax advice for both business and individuals. And stay abreast of both tax and investment trends and strategies to keep them in the best postion to succeed in their financial plan. We also work with other CPA firms when it is necessary to move clients to a higher level of practice.