Our mission is to provide our clients with comprehensive wealth management strategies that are designed to help them minimize their tax and maximize their wealth. Since 2006, we have helped people reach financial independence by building a custom, comprehensive financial plan that addresses every aspect of their financial objectives.
Our goal is to teach our clients to think of tax and financial planning as one profession and to educate them on why tax planning is an integral part of building wealth. Studies have shown that taxes represent the single largest expense most Americans will incur in a lifetime. Unfortunately, we find that most people receive investment advice from advisors who do not understand taxes.
Our goal is to teach our clients to think of tax and financial planning as one profession and to educate them on why tax planning is an integral part of building wealth. Studies have shown that taxes represent the single largest expense most Americans will incur in a lifetime. Unfortunately, we find that most people receive investment advice from advisors who do not understand taxes.
Services
We do not charge for consultations. Our goal is to educate people, provide invaluable insight on financial planning, and build long-lasting relationships.
Because we offer a variety of options, we are compensated based on the strategy you are comfortable with (e.g., if we are managing a client's portfolio, we charge an annual fee based on the assets under management; if we are using a specific product, we are compensated by the companies we do business with).We focus not only on what you earn, but what you keep.
Because we offer a variety of options, we are compensated based on the strategy you are comfortable with (e.g., if we are managing a client's portfolio, we charge an annual fee based on the assets under management; if we are using a specific product, we are compensated by the companies we do business with).We focus not only on what you earn, but what you keep.
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs, made available through this website.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
Reviews (1)
Patricia Dukes
Jan 12, 2020
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