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Advantages of Working With Us

Throughout your lifetime, you’ll be faced with situations that may require helpful advice from an experienced professional. We seek to serve as your one-stop tax and investment resource, guiding you through the various financial milestones in life.

The following are occasions when you may need tax or financial advice:

  • Starting, buying, selling, or closing a small business
  • Changing or leaving a job
  • A raise or promotion
  • Before receiving a distribution from a 401K or pension plan
  • Buying or selling a house or rental property
  • Refinancing your current home
  • Receiving an inheritance
  • Making a charitable contribution
  • Giving or receiving a gift over $13,000
  • Anytime your investment time horizon changes
  • Retiring or starting to receive Social Security
  • Having a child
  • Questions about financing your own, your children’s, or your grandchildren’s education
  • Any situation where you would just want to talk or get a second opinion

We help simplify the often complex world of tax planning and investment management. No matter where you are in your financial life, we will work with you to reduce debt and help you feel comfortable with your financial future.

 

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