Financial planning through a team approach. Your team.
At most accounting firms, financial planning means that they have a dedicated unit to sell you insurance and manage your portfolio.
We take a different approach.
As your accountant, we believe our most important service to you is acting as your liaison with all the members of your financial team and translating the inside jargon so you can make the best decisions.
Bringing your team together and working with your broker, insurance agent and attorney, gives us a balanced approach to planning. This approach allows each member of your team to share his or her point of view. It helps you set goals and refine along the way so you reap the most benefit.
We'll give you financial advice based on your goals and financial well-being, not based on earning commissions.