Certified Public Accountants
Integrating tax knowledge and financial services gives us unique insight into your financial world and allows us to provide a customized approach to your financial goals.
For more than 40 years, we have helped our clients grow their businesses, manage their taxes, and pursue financial security. We are dedicated to helping you achieve your financial relationships for the long term.
We believe that success is best measured not just by your financial health, but by how confident your are about your financial future. To achieve this, we will meet with you periodically to review your financial situation to help meet your goals and objectives.
You will feel confident that our team will offer the guidance and support that is tailored to your specific situation.
Newsletters
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?