With over a decade helping people reach their financial goals, David Rae is the person to call if you want a holistic fee-based proactive approach to financial planning. Named 2011 "Advisor With Heart" by Registered Rep Magazine. Specializing in Comprehensive Financial Plans to help you reach your specific Financial

personal financial planning, 401(k)s, IRAs, and estate planning. Our team of certified public accountants have years of experience providing comprehensive financial management services, including tax preparation, retirement members of the American Institute of Certified Public Accountants (AICPA).