firm specializes in providing personalized services to Local Business Owners in the fields of income taxes, monthly bookkeeping, accounting, and individual income tax preparation (Schedule C, 4562 accepted as a tax client. Therefore, local business owners should email me to schedule a

offer risk-controlled portfolio management with consideration of taxes and income needs. - We offer full service financial planning analysis - We work exclusively with individuals and couples near or in retirement, as well as their families, annuities, and company stock accounts held at other firms.