About
We are a one stop resource center that tranforms each client into an educated partner for which they can grow their business sectionally, maximize their wealth safely, safeguard their assets comfortably and strategically minimize their taxes ethically.
We serve with a motive and intent to grow every client into a successful asset.
We are highly licensed , multi credentialzed and ethically safe.
CPA, CFP, PFS, CRFA CGMA, CDFS, CFE, MAFF, MPAS DABFA
Wealth management advisor /Personal Financial Specialist
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Reviews
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John C.
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Frequently asked questions
What is your typical process for working with a new customer?
PHONE CONVERSATION AND THEN OFFICE MEETING
What education and/or training do you have that relates to your work?
LICENSED CPA
LICENSED CFP
LICENSED CFE
OVER 28 YEARS EXPERIENCED
Do you have a standard pricing system for your services? If so, please share the details here.
IT IS TOTALLY MUTUAL, NEGOTIABLE AND CLIENT APPROVED.
What advice would you give a customer looking to hire a pro in your area of expertise?
LOOK FOR SPECIALIST WHO HAVE A PROVEN TRACK RECORD OF HAPPY AND SATISFIED CLIENTS WHO CONTINUALLY REFER CLIENTS.