My qualifications include a CPA license, Personal Financial Specialist™, and CERTIFIED FINANCIAL PLANNER™ practitioner designations. I believe this extensive background, combined with 29 years financial services industry experience can help create the foundation to review the complex tax and financial situations that my clients are faced with.
The people we work with come from many different industries and cultures. The majority are divorced or widowed women, retired individuals, and small business owners. In our practice, we find that our clients have unique stories, and we truly seek to understand what matters most to them. We have an experienced team serving a limited number of families so that we can provide a great client experience and the attention you deserve. We explain our fee structure and the services we offer so that you can have confidence that you’re receiving the value you deserve.
Part of our story that we tell clients is that retirement planning should start with tax planning strategies, so we look to make tax planning the foundation. We build customized retirement plans that can reduce tax bills in retirement and help our clients keep more money in their pockets.
In addition, CPA’s with the PFS credential are able to address their client’s comprehensive financial planning needs through training in business, tax, estate, charitable giving, investments, protecting your assets and retirement planning.
Please reach out to us for a discovery meeting.