Our Process

Our stock in trade is ideas. We provide comprehensive thinking about the needs of our clients and we implement tailored solutions to fit those needs. The integrating concept of our thinking is this: the anticipated problem is the least costly to solve. Our team of CPAs, certified employee benefit specialists, chartered financial consultants, health insurance experts, investment principals and accredited estate planners are at your service. It is our goal to build, protect, and conserve your assets in the most effective and tax efficient way. We invite you, your accountant or attorney to contact us to set an appointment to initiate the process of building your financially secure future. Here is the process you can expect when you become our client:

  1. Define your goals.
  2. Review your current situation.
  3. Recommend a course of action.
  4. Meet periodically to review and update your course of action.