Individual Services

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Keeping More of What You Earn

​​Financial planning, tax preparation and estate planning are important functions in your financial health. Let our experts help you take the guesswork out of these critical tasks.

We can help you to…

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Establish your goals.

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Create a personal plan.

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Review as needed.

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Tax Planning, Strategy, Preparation

It’s not what you earn that matters, it’s what you keep.

For many individuals, personal income taxes may be their largest annual cost. We believe that providing value flies above traditional compliance (preparing and filing your tax return). True value rests in ongoing, proactive, solid strategies and solutions that help you meet your personal financial objectives while reducing your overall tax liability over time. In short, effective tax management is the cornerstone of wealth management.

In order to provide tailored guidance, we employ many multidisciplinary professionals that are well-versed in estates and trusts, retirement planning, succession planning, and personal financial statements.

Let us evaluate your tax situation, provide strategic guidance, and serve your planning needs with integrated solutions that help you keep your finances in check.

Our deluxe tax clients receive year-round concierge advanced planning services under a separate engagement. We also offer annual standard tax preparation.[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_column_text]

Personal Financial Success Planning

Everything you need to reach your goals faster.

Often, we hear that financial planning is overwhelming and some people don’t like working with advisors who sell products. Our goal is to make your planning simpler and easier without the sales pressure. We work with you to create a strategic plan for your personal finances and actively support you to make your goals a reality. We meet regularly to ensure you’re on track. Throughout the process, we develop a Balance Sheet and work with you on a Budget so you can gain power from knowing the exact picture of your current financial health. Over time, we know all the critical areas of your financial life to ensure you’re covered and provide guidance if anything is missing.

For our clients who already have a financial advisor, we work with them, so you have seamless integration with your taxes.[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_column_text]

Estate Planning

Preparing for your family’s future.

Estate and financial planning is best done by a team of professionals who work together. Your CPA is a key player on the estate planning team along with your attorney and investment advisor. Soaring real estate and stock market values have made accumulating, preserving and disposing of wealth much more difficult than ever before. We have knowledge of the tax implications of decisions you make (or don’t make) in structuring your estate and can help assure that you meet your estate planning goals to minimize the taxes and maximize the portion of your estate that will pass to your heirs.[/vc_column_text][/vc_column][/vc_row]