Additional Information

  • Categories: Accountants & Tax Services, Financial Advisors & Planners
  • Payment Options: Cash, Check

Hours

  • Regular Hours
    Monday
    09:00 AM - 05:00 PM
    Tuesday
    09:00 AM - 05:00 PM
    Wednesday
    09:00 AM - 05:00 PM
    Thursday
    09:00 AM - 05:00 PM
    Friday
    09:00 AM - 05:00 PM

About Us

  • I am an experienced financial professional who has been serving clients for over 30 years. I have extensive experience with business owners, executives, and other high net worth individuals in the areas of tax efficient retirement planning and risk management through portfolio diversification and through use of hedging as appropriate. I enjoy my work and I take pride in educating my clients to ensure they make informed decisions about meeting their retirement goals. My services include accounting and income tax service, income tax planning, audit representation, return preparation, and electronic filing services for Individuals and businesses. Don't forget that I am also a financial consultant and retirement planning service. Give me a call today to see if I can help you.