Thank you for visiting our new Internet site. We want to give you an idea of who we are, what we do and why we are top in our fields.
We are a boutique. We do not want to grow bigger only better. We will not take a client on unless we believe that we have the resources to serve that client properly and that the personalities of our employees mesh with the client. We believe that we are not right for everybody and that evrybody will not be right for us. We believe that a good relationship must be one involving mutual respect. This is key to a successful and beneficial relationship.
We manage your financial affairs. Our principal has been a business management professional for more than 30 years, holds degrees and designations in both accounting and law with great experience in the tax and financial arenas. We will help you make the right decisions without 3rd party compensation. we work for you and try not to be influenced by avoiding investment fees. Once in a gret while, we eill put together a deal becasue of special circunstances. Any fees we earn from that deal are fully disclosed and usually the vast majority of any fees from a deal come only from the success of the deal.
We do taxes. We are well versed in individual and small business tax issues and know enough to suggest experts when we believe you need them. We will work with the lawyer of your choice to create an estate plan.
We do bookeeping. Our software is one of the finest commercial systems available. We have access to direct deposit, electronic wires and other banking tools to make your life easier when it comes to your bills and receipts.We ahve excellent relationshops with banks.
We don't do insurance. But we will work with an insurance professional of your choice and make recommendations when prudent.
We do big ticket purchases Whether purchasing and financiang a home or a car, we can be very helpful is making sure you understand the vlaue that you are getting and that youa re getting a good loan.
WE do what needs to be done making sure you get the right service. This is more important to us that our ego!
If you are not familiar with our company and your first contact with us is online: We would be pleased to hear from you! Please let us know what your needs and questions are, we will be more than happy to help.Jusy cjheck out the contact page to learn how to contact us.
