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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to managing your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind tax planning, tax preparation, insurance (life and disability), investment management, retirement planning, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of wealth management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

The firm provides traditional tax services to over 1,100 individual clients and over 450 business entities. Industries including health care professionals, veterinarians, residential and commercial contractors, retail stores and restaurants, real estate agents, real estate investors, mortgage brokers, software engineers, property management companies are a few of the areas of specialty.

The firm is also active in its community and provides bookkeeping and tax services to many of the local charities.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck