|Join the Chamber |||Contact the Chamber|
Summary: Objective, independent Fee-Only financial planning & income tax preparation focused on individuals.
No product sales or commissions received!
No investment management fees or investment asset minimums!
Our independent environment allows us to be as objective as possible in recommending a strategic course of action to meet your unique personal financial and tax considerations.
We are a small family practice. Both members of the firm are CERTIFIED FINANCIAL PLANNER™ practitioners with many years experience in the area of financial planning and income taxes for individuals.
To schedule a no-obligation get-acquainted meeting, to start the collaborative process to achieve your financial goals and manage your tax planning/preparation needs, please contact us at: