Our Mission
We consider ourselves fiduciaries in thought and process, not just because of legislation. This helps us to put your needs first in all our decisions. Whether saving for retirement, building a retirement plan for your business, a personal investment plan, or beginning distributions for retirement, we commit to research and provide financial and tax solutions with only your needs on mind.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
We desire to honor God in all we think, say, and do. Any time we fall short of this goal we want to be informed.
We Have The Experience
We have provided financial advising services since 1994 and tax preparation since 1974. Our commitment to annual ongoing professional education allows us to provide accurate, timely, and current advice in each area of our practice.
Multiple Services!
We have staff dedicated to get you the help you need when you need it. Financial advising, tax preparation, tax planning, bookkeeping, payroll and probate services are critical for your financial success. Wherever your financial needs take you, we are prepared to help.
Outstanding Customer Service
Our clients are family. We treat them the way we want to be treated. We strive to provide our clients with solutions that help them grow to where they desire to be. We work together focused on your plans and goals as our guide.