Intelligent and successful individuals, families and business owners, our clients want to be good stewards of what they have accumulated. Yet they are challenged by time constraints, as well as the complexities and nuances of transitioning to a different stage of their financial lives.
Regardless of the circumstances, our clients came to us concerned about preserving wealth, increasing cash flows, mitigating taxes, protecting assets, transferring assets to the next generation, and charitable giving.Each can be complicated, and they are usually interrelated. Our background in finance and tax gives us a unique vantage point to attend to their goals and objectives.
Regardless of the circumstances, our clients came to us concerned about preserving wealth, increasing cash flows, mitigating taxes, protecting assets, transferring assets to the next generation, and charitable giving.Each can be complicated, and they are usually interrelated. Our background in finance and tax gives us a unique vantage point to attend to their goals and objectives.
Services
Our unique skill set, relentless quest for understanding, and willingness to fight on behalf of our clients enable us to have a significant impact on their financial lives. With a combination of tax expertise, business acumen and our comprehensive knowledge of financial planning, we provide our clients with tax-focused financial planning, making sure the financial, general risk, and taxation elements of a plan are addressed and in sync.
If you are seeking a lasting, CFO-type relationship with a trusted financial professional for yourself or your small business, we can help. As an independent financial advisory practice, we are committed to providing our clients with care, competence and loyalty. Our firm provides a wide range of services to our individual and business clients.
Too often, people receive financial advice that does not reflect their unique tax circumstances or status. In partnership with our affiliated firm, K.Q. Williams & Associates, P.C., we provide financial advice that takes into consideration the impact of a variety of taxes, which may include federal and state individual and corporate income taxes, estate and gift taxes, and payroll taxes.
Our investment approach integrates your personal financial characteristics with the three controllable variables of investing - taxes, risk and cost. The personal financial characteristics are your values, goals, family objectives, current situation, and interests. First, we review your documents, such as tax returns, legal documents, account statements, and insurance policies.
Our goal is to empower our clients to make the right choices by providing the right information, helping them gain clarity and confidence in their financial future. Below are a selection of whitepapers and other resources to help accomplish that goal. To help you maximize your potential for success in all areas of your financial life, the book takes a comprehensive approach, addressing four key areas.
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