We provide individuals and business owners with proactive and holistic planning services. As a result, our clients are able to reach their personal and professional goals in a more efficient and enjoyable process. In addition, I work with a trusted team of professionals who provide a wide range of expertise. These relationships allow me to work as a team to plan, select and implement strategies to help you achieve your most important financial goals and business objectives.

I would information about personal tax, accounting, and financial services, including:

• Financial Planning
  
• Retirement Income Planning Strategies
  
• Social Security Planning
  
• Investment Planning
  
• Life Insurance
  
• Home/Auto Insurance
  
• Long-Term Care Planning
  
• Estate & Trust Planning Strategies
  
• Tax Planning & Accounting
  
• Buying & Selling a Home
  
• Refinancing a Home
  
• Auditing & Accounting