I have over 15 years of experience in the industry and working in all various aspects of it. I customized, personalized and tailored my approach to what is needed by the customer. More often than not, it would be one of or a combination of four major areas;General Financial Planning, Titling or beneficiary designation, Investment or Retirement planning. I have the experience or capability to handle this or other specialized areas. I love working with people and making a difference in their lives. A lot of financial planning directly affect peoples lives in significant ways....

Value services for money On time delivery Flexible timing for appointments till late night

Communicating with clients and seeing them relieved of the burden of tax, bookkeeping, payroll issues. Resolving clients' tax, accounting, payroll and financial matter to the best of my knowledge and do the work as if I am doing it for myself.