Our Services

Retirement Planning

We believe in challenging conventional wisdom in traditional wealth accumulation and wealth distribution strategies. Our goal is to create cash flow that can be exempt from Federal Income taxes under the Internal Revenue Code. How we do this is by using the current tax code.

Tax Planning

One of our fundamentals of tax planning is to answer questions all year for FREE. The last thing I want to hear in March or April is “I wish I would have know that sooner. That would have saved me a lot of money in taxes.”.

There are events that happen during the year that require planning: selling of assets, starting a new business, change in marital status, change of job, death of a family member, and many more events. Call with questions and concerns to make sure you are handling matters correctly.

Business Consulting

As a business owner, you sometimes need a second set of eyes or ears. My goal out of college was to be able to give advise not just from the book, but from real world experience. Someone that started businesses from scratch and had to sign the FRONT side of a paycheck. For over thirty years I have experiences in many businesses and industries. I was a controller of a business at 25 and purchased my first business at 29 years old. After that, I had the opportunity to to start a number of businesses. Over 30 years as a tax preparer has given me a unique exposure to the world of small business owners.

Much of the estate planning we do is associated with your retirement planning. We can work with your attorney to make sure your everything on your financial side matches what has been put in place on the legal side. Making a difficult time on your loved ones easier.