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As your advocate, we are committed to working for you, your family, and for your financial freedom. Through understanding your current situation and identifying your most cherished goals, we endeavor to grow and protect your wealth through all stages of life.

Our carefully crafted financial plans are designed to help you get your financial house in order, retire comfortably, and give you confidence that your money will last. We understand that personal situations and goals can change overnight, and we strive to provide the assurance that we’ll be here whenever you need us.

Wealth Management

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • Profit Sharing
  • College Planning
  • Estate Planning
  • Risk Management Planning
  • Budget and Cash Flow Analysis
  • Credit Review
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Investment Management

  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Solo 401(K)
  • 529 Plans
  • Educational IRA
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Tax Management

  • Individual tax planning
  • Business tax planning
  • Entity structure and formation
  • Federal and state tax credits
  • Representation before IRS and other tax authorities
  • Individual tax preparation
  • Business tax preparation
  • Trust and estate tax preparation
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