Who We Serve

Our Clients


Each of our clients are unique in their own way. Typically, we work with the following types of clients:

Business Owners

Those Approaching Retirement

Those Looking for Financial Peace of Mind 


We make a point to get to know each of our clients individually so we can serve them better. Through tax planning, financial planning, and investment services, we provide comprehensive solutions to meet your personal and business needs. 

Our Packages


Open Retainer

An open retainer is the most comprehensive package we offer. In this package we evaluate all aspects of your financial situation and develop a customized plan to help you achieve your goals. It’s a long-term relationship designed to walk you step-by-step through every aspect of your financial plan. This package is a fixed fee and there are no hidden costs or commissions.

 

Project Retainer

A project retainer is a one-time evaluation of your financial situation. It is meant to be used as a reality check to help you gauge whether you're ahead or behind in your financial life cycle. This package is a fixed-fee with no hidden costs or commissions.