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Advisory Services

We provide a wide range of services to individuals and businesses in a variety of industries.  We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our advisory services include:

Financial and Retirement Planning

Our focus is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes with retirement and estate planning, college education funding, insurance, and business succession planning. We can also advise on the tax implications of certain investments. Just know the road to retirement is a long one and we can help you take the proper steps to reach your goals.

Tax & Financial Projections

No one can predict the future perfectly, but we can all benefit from planning for it. Forecasting the future is imperative to your success. We make it a point to keep current with market trends and tax updates so you can be prepared for what is to come. We combine our many years of expertise and experience with knowledge of your financial position to produce tax and financial projections that help you cross the finish line.

Personal Finance

Whether your needs are corporate or personal, we can assist you in sorting out the different options available for debt management and financing that will lower your payments and reduce the total amount of interest paid. We are avid listeners and fans of the Dave Ramsey Radio Show and follow his "7 Baby Steps" towards debt freedom, charitable giving, and wealth building. See our "Links" tab at the top of this page for the link to his website.

Debt Reduction

It's hard to get ahead and build wealth when you're drowning in debt, so throw yourself a financial lifeline by starting with a written budget. We can guide you to the best budget tools to use so you can become debt free as soon as possible. We show you not just how to get out of debt, but to become wealthy enough to give, retire with dignity, and leave an inheritance for your loved ones.

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